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Creating a Template
First row must be the column headers
Column headers should equal the field names listed below, in the order listed below, no spaces.
All columns must be present, even if optional fields are left blank.
Save the file as Text (tab delimited)
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Field # | Field | Type | Description | Required | Comments |
1 | AccountId | Integer | Unique identifier for the Client Funding Account | Yes | Must use existing Id in DCI |
2 | AuthorizationIDReference | String | The third-party reference for the Authorization Entry | Optional | Min Length: 2 Max Length: 250 |
3 | StartDate | DateTime | Date Authorization becomes effective | Yes | Valid date in the Format: MM/DD/YYYY |
4 | EndDate | DateTime | Date Authorization expires | Yes | Valid date in the Format: MM/DD/YYYY |
5 | MonthlyMax | Decimal | Maximum draw per month | Optional | Min Length: 0 Max Length: 10 |
6 | WeeklyMax | Decimal | Maximum draw per week | Yes | Min Length: 1 Max Length: 10 |
7 | DailyMax | Decimal | Maximum draw per day | Yes | Min Length: 1 Max Length: 10 |
8 | BillingUnitId | Integer | Unit unique identifier; Pulled from the Account UnitId Field | Optional | Should match the Billing Unit provided in Corresponding Service Code |
9 | BillingRate | Decimal | Billing Rate per transaction unit | Yes | Min Length: 0 Max Length: 13 |
10 | RemainingBalance | Decimal | The balance of Units remaining | Optional | Min Length: 0 Max Length: 10 |
11 | Nonbillable | Boolean | Authorization is not billable | Yes | 0 - No 1 - Yes |
12 | EligibilityCode | String | Third-party code for eligibility for Funding | Optional | Min Length: 0 Max Length: 200 |
13 | InitialBalance | Decimal | The original balance of the Authorization | Yes | Min Length: 1 Max Length: 10 |
14 | AuthorizationExpiration | DateTime | Date the Authorization expires | Yes | Valid date in the Format: MM/DD/YYYY |
15 | MaximumDailyBillableUnits | Decimal | Maximum billable units under unit rate | Optional | Should be less than 999.99 |
16 | DailyRate | Decimal | Fixed rate if total Units above MaximumDailyBillableUnits | Optional | Should be less than 999.99 |
17 | AuthorizationIDReference1 | String | Optional Data Storage Field | Optional | Max Length: 20 characters |
18 | AuthorizationIDReference2 | String | Optional Data Storage Field | Optional | Max Length: 20 characters |
19 | AuthorizationIDReference3 | String | Optional Data Storage Field | Optional | Max Length: 20 characters |
20 | AuthorizationIDReference4 | String | Optional Data Storage Field | Optional | Max Length: 20 characters |
21 | AuthorizationIDReference5 | String | Optional Data Storage Field | Optional | Max Length: 20 characters |
22 | HideInitialBalance | Boolean | Hiding Initial Balance | Required | 0 - False 1 - True |
23 | BillingHold | Boolean | Whether Billing Hold is Enabled or Not | Optional | Enumeration: ● 0 - No ● 1 - Yes FYI: If left blank for an Authorization, the system will consider it as 0 (No). |
24 | VendorProfileId | Integer | Unique identifier for the vendor | Conditional - required if Allow Vendor Authorizations setting on the service code is Yes; blank if No | Must use existing Id in DCI |
25 | EmployeeProfileID | Integer | Unique identifier for the employee | Conditional - required if Allow Employee Authorizations setting on the service code is Yes; blank if No | Must use existing Id in DCI |
Rate Change Authorization Entries
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Update Authorization - Dates
*Please note: Import does not allow an update to an existing authorization with the same Funding Account and Employee(s), but different dates. This avoids duplicated authorizations with overlapping dates.
Field # | Field | Type | Description | Required | Comments |
1 | EntryId | Integer | Valid Authorization Id | Yes | Associated to the Authorization Id Must use existing Id in DCI |
2 | StartDate | Date | Date that you want to update for existing Authorization | Yes | Must be in format “MM/DD/YYYY” |
3 | EndDate | Date | Date that you want to update for existing Authorization | Yes | Must be in format “MM/DD/YYYY” |
4 | ExpirationDate | Date | Date that you want to update for existing Authorization | Yes | Must be in format “MM/DD/YYYY” |
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