Upload Integration File
Sign in to Passport > "Integration" > "File Submission"
Click the "Upload File" to begin the upload process.
Choose your data type. It will default to "Provider Data" which is the most common upload. Import mode should stay in "Add/Update" unless advised otherwise during implementation or by your client care support team.
Choose the file to upload. Be sure to upload a comma separated value (.csv). Click the "Upload File" to begin upload process.
Your file will be found under "Incoming files" while Passport processes the data. Once the processing is complete, your file being listed either with the Processed files or the Error files. Depending on the size of your file, the processing can take a several minutes to hours to successfully upload.
If you encounter any file errors, you will want to click "View Results" next to your file under "Error Files and Results" to see a list of errors on your file.
Common causes for file failures include:
- Unmapped values found in the facility, unit or discipline columns
- Improperly formatted SSN (9 digits with or without dashes including leading zeros)
- Improperly formatted zip codes (5 or 9 digits)
- Improperly formatted dates (must be MM-DD-YYYY or MM-DD-YY).
- Invalid Email Addresses
If you are unclear on how to fix an error, please reach out to email@example.com who can assist you.