The following information will guide you through the process of importing Service Provider records.
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Introduction
Brevity allows your organisation to import in Service Provider records. To undertake this activity, it is recommended that you download and utilise the Service Provider import template which is accessed through the Import Data : External Provider screen.
Utilising this template can reduce the time taken on data mapping.
Importing Service Provider Records
To import Service Provider records observe the following steps:
Select the Clients>Service Provider sub menu to open the External Providers list page in to the browser.
Select the Import button in the ribbon bar to Open the Import Data : External Providers screen.
Select the Browse button to open the File Upload screen.
In the File Upload screen navigate to the upload file, highlight it and select the Open button to close the this screen and update the Import Data : Service Provider screen.
Select the Upload and Continue button, to proceed through to the mapping screen.
Review the data mappings and then select the Preview Data. Please note that if there are any irregularities in your mapping you will be prompted to correct.
Select the Import data button to migrate the records from your source file into the provider table.
