Use this onboarding article when an Equip team member asks you to complete a Pathway Import spreadsheet and send it back for import. Pathway imports are handled by Equip during onboarding, so customers should contact the Equip team before preparing or returning this file.
📁 Pathway Import Template
Download the Pathway Import Template.
Once downloaded, you’ll see Vocational Rehabilitation Pathways listed in the sheet.
Highlight the rows for the pathways your organization uses.
Leave unused pathways unhighlighted or delete them.
To Save The Template as an Excel:
Click the link above
Click File
Click Download
Click Microsoft Excel (.xlsx)
Open your new template
Delete any sample data
Enter your data
Click on the Name of the File at the top of the page (Equip-pathways-template)
Rename the file to your organization's name-pathways-template
Click Save
🎥 Watch & Follow Along
Watch the following video that steps through each cell of the Import Template linked above. Open up your template and follow along.
🧩 Complete Each Column
Use these column headers exactly as they appear in the template. Header names are not case-sensitive, but keeping them unchanged helps Equip import the file cleanly.
Required
pathway — Required. Enter the pathway name.
Optional
step — Optional. Enter the step name. If left blank, Equip uses the pathway name as the step name.
description — Optional. Add notes or context for the step.
code — Optional. Add an internal, billing, or service code.
position — Optional. Enter the step order.
price — Optional. Enter the billable amount when billing is enabled.
price_by — Optional. Accepted values are hour, service, or unit.
categories — Optional. Enter pathway categories when your onboarding contact asks you to include them.
billing_enabled — Optional. Use this when your onboarding contact asks you to indicate which rows should include billing.
Equip Tip: Import your Pathways to get started for your Equip training. You can always go back and add more later—this is only the beginning!