Lesson 8: Uploading Files
An important process of maintaining your Passport account is ensuring that Passport receives regular, ongoing files of your active and terminated employees. The files provide all employee information, assigns which facility and unit the provider is in and designates the level of monitoring and license requirements for each employee. If you are not responsible for this process at your organization, you may skip ahead to the final lesson, Lesson 9 : User Management.
Files can also be uploaded manually into the Passport system. There is a specific file template that must be followed or you may experience file failures. The file specs should have been covered during your on-boarding process and additional details can be found in Create a Provider File.
How to Upload Files
To upload your files, login to Passport and toggle to Integrations. Press Upload File under Submit Files. If you are uploading a provider (employee) file, simply leave the default selections, find your .csv file and upload.
While your file begins to process, you will see it under Incoming Files. Once the processing complete, your file will either go under Processed Files and Results or Error Files and Results. If your file has any errors, it is important to correct your file and re-upload.
Once processed, your file will appear under the "Processed Files and Results" heading. Your file may be fully processed (i.e. no rows skipped) or partially processed (i.e. some rows of data were skipped). Passport will skip rows with invalid data and present a summary report of which rows were skipped and why via the View Results Button that is found on your file's line.
In addition, your dedicated Integration Alert recipient(s) will also receive an email summary indicating that the import was successful or the import was successful, but some rows were skipped. If rows were skipped, please log into Passport and review the results to see where corrections need to be made.
If an entire file fails, it will appear under the "Errors Files and Results" heading at the bottom. You will want to click the View Results Button that is found on your file's line to see a list of errors on your file.
If you are unclear on how to fix an error, please reach out to firstname.lastname@example.org who can assist you.
This process is often set up via an SFTP Transfer. More information on files sent via SFTP can be read here: Updating Files to SFTP If you wish to set up SFTP Transfer, please reach out to client care at email@example.com to request SFTP credentials.
Next: Adding New Users
Need additional support? Contact the Client Care team for access to one of our on-demand training webinars.