Import Files: Standard Sync

Import files: Standard sync

Required user roles File Integration Operator + Process Bills/ Payer Administration

Imported files include records that have been created and/ or updated. To import a file:

  1. Go to Integrations > File import and click "Import" to open the "File upload" pop up.

    2. File import screen

  2. From the dropdown, select the record that you want to import.
  3. Use the available templates to prepare your import file.

  4. You can drag and drop your file or click Select file to navigate to the relevant file location.

    5. Only CSV files are supported (max. file size is 20 MB).

  5. If validation is successful, click "Import" to complete the import.
  6. View the imported file status in the "File import" table.
    • Successful icon indicates that the files were imported successfully
    • Failed icon indicates that the files failed to import
    • Partial import icon indicates that the files were partially successfully imported
  7. Clickto download the file.
  8. To better monitor your alerts, go to File alerts.