Use this article during onboarding when your Equip contact asks you to complete a Pathway Import spreadsheet and send it back to Equip. Pathways are the services, milestones, programs, or steps your team tracks in Equip.
Spreadsheet: Pathway Import Template
These templates may also be linked from the New Equip Customer Onboarding Survey. The link opens the same shared template.
Make a copy before you fill it out
Do not edit the shared template directly. Make your own copy first so the original template stays clean for other customers.
Open the template link.
In Google Sheets, select File.
Select Make a copy.
Rename the file with your organization name.
Choose where to save it in your Google Drive.
Select Make a copy.
Fill out your copy, not the original shared template.
If you do not use Google Drive, select File → Download → Microsoft Excel (.xlsx), then fill out the downloaded file in Excel.
What this spreadsheet is for
Creating pathways as part of your Equip setup.
Listing the steps inside each pathway.
Adding optional codes, categories, ordering, and billing details when your onboarding contact asks for them.
Required columns
pathway — Required and must be filled in on every row.
Keep these columns in the file even when some values are blank: pathway, step, code, position, price, and price_by.
price — Required when billing_enabled is true for that row.
Optional columns
The pathway import also supports these optional columns:
description
categories
billing_enabled
How to fill it out
Make a copy of the template or download it as Microsoft Excel (.xlsx).
Keep the header row exactly as it is.
Use the pathway names your staff already use.
Add one row for each pathway step.
Complete the required columns.
Complete optional columns only when they apply.
Delete unused sample rows before sending the file back.
When you are done
Save the completed spreadsheet as an .xlsx file and send it to your Equip onboarding contact. Equip will review the file, validate it, and let you know if anything needs to be corrected before import.