Importing Clients from a Flat File

Use the Client Record Import utility to import PrismHR clients from a flat file. This utility will clear all data from the IMPORT.CLIENTS file and populates new data from the import source file.

Note:  Client Access Group security is not enabled on this form.

To access this form, click Back Office. Under Operations|Import Processing, click Client Record Import.

To import clients from a flat file:

1.

Complete the following fields:

Field Name	Description
Client Code Translation Table	Enter the code set to be defined or click the Client Code Translation Table link and select it from the Select Code Table dialog box. Note:  Make sure Table Setup is done.
Create Employer Records Using Client ID	Check this box if you want to create Employer Records Using Client ID. By default his is blank.
Skip Header Lines	Select the number of header lines that you want to skip.
Filename	The import file once uploaded shows up here.

2.

Click Upload File and the File Upload dialog box will appear.

a.

Click Add Files and select the client import file from your system.

Note: The import file needs to be in a .txt format.

b.

Once the file shows in the File Upload dialog box, click Start Upload.

c.

Once the file upload is complete, click Close on the File Upload dialog box.

d.

A job progress window opens up showing the processing steps. In case of any errors, redo the process after necessary corrections.

Note: If you are trying to import a client record that already exists in the system, then you will get error as we do not want to duplicate clients in the system.

e.

Click Close to close the job progress window.

f.

Click Report to see how many clients were created.

3.

Click Clear to clear this form at any time.