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)

Best Practices

Limit the volume per file. Split the data into parts of no more than 20K entries per import.
Start no more than two imports at once. Start subsequent imports after others are confirmed as finished.
Avoid duplicate entries across imports when starting more than one import at the same time. Pro-Tip: Separate/sort imports by AccountId.
Smaller is better when possible. This allows for easier monitoring to more easily and quickly assess if the imports are completing on the expected timeline, or if there may be an issue causing a stall and/or no results (success or failure).
When using the Approve Imported Entries action, the user that started the import must be the one to execute that action, otherwise the process will not approve the entries.

Reasons for Import Failure

Columns are missing
Incorrect column header(s)
Invalid date(s)
Breach of character requirements
Spaces in column headers
Not saved as the correct file type

If still receiving a failure message, please enter a service desk ticket.

Settings

Cost Centers

Field #	Field	Type	Description	Required	Comments
1	CostCenterCode	String	Unique Cost Center Code	Yes	Min Length: 2 Max Length: 50
2	CostCenterName	String	Name of the Cost Center	Yes	Min Length: 2 Max Length: 50
3	State	String	Cost Center 2 Letter State abbreviation	Yes	The state's two letter abbreviation (i.e., AZ)
4	CostCenterReference	String	Cost Center Reference	Optional	Min Length: 2, Max Length: 200
5	CostCenterReference2	String	Cost Center Reference 2	Optional	Min Length: 0 Max Length: 200
6	TemplateId	Integer	Template Identifier	Optional	Must use existing Id in DCI using Report: “ ”

Funding Source

Field #	Field	Type	Description	Required	Comments
1	FullName	String	Full Name	Yes	Min Length: 2 Max Length: 50
2	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
3	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
4	City	String	City	Yes	Min Length: 2 Max Length: 20
5	State	String	State	Yes	The state's two letter abbreviation (i.e., AZ)
6	PostalCode	String	Postal Code	Yes	Length = 5 numerals
7	CountryCode	String	3 Letter Country Code	Yes	Should be USA
8	FundingSourceType	Int	Type of Funding Source (1, 2, 3)	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	ProviderId	String	Provider Id for Funding Source	Optional	Must use existing Id in DCI
12	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
13	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
14	CostCenterId	Integer	Unique Cost Center Id	Yes	Use existing Id in DCI
15	SleepShiftStart	Time	Sleep shift Start Time	Optional	Format: hh:mm
16	SleepShiftEnd	Time	Sleep shift End Time	Optional	Format: hh:mm
17	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
18	EnableEDI	Bit	EDI is enabled or not	Yes	Enumeration: ● 0 - No ● 1 - Yes *This column is contingent on the instance-level setting.
19	EnableEDITransmission	Bit	EDI Transmission is enabled or not	Conditional - If (EnableEDI = Yes), the EnableEDITransmission is mandatory field, otherwise the field can be left blank	Enumeration: ● 0 - No ● 1 - Yes *This column is contingent on the instance-level setting.
20	EDISenderID	Integer	EDI Sender ID	Conditional - If (EnableEDI = Yes), the EDISenderID is mandatory field, otherwise the field can be left blank	Min Length: 1 Max Length: 200 *This column is contingent on the instance-level setting.
21	EDIReceiverID	Integer	EDI Receiver ID	Conditional - If (EnableEDI = Yes), the EDIReceiverID is mandatory field, otherwise the field can be left blank	Unique Id of the Receiver *This column is contingent on the instance-level setting.
22	ExcludeFromAutoApproval	Bit	The field will define whether the Funding source entries be excluded from the Auto Approval scheduler	Yes	Enumeration: ● 0 - No ● 1 - Yes
23	AllowOfflineMobileApp	Bit	This field will define whether an employee is allowed to use the application in offline mode or not.	Yes	Enumeration: ● 0 - No ● 1 - Yes
24	RequireReasonCodeForManualEntries	Bit	The field will define whether the Reason Code will be required for Manual entries or not	Yes	Enumeration: ● 0 - No ● 1 - Yes
25	AllowSignatureEVVVerification	Bit	This field Checks whether Signature verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Signature Verification method is disabled ● 1 - Signature Verification method is enabled
26	AllowClientPasswordEVVVerification	Bit	This field Checks whether Password verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Password Verification method is disabled ● 1 - Password Verification method is enabled
27	AllowClientPinEVVVerification	Bit	This field Checks whether Pin verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Pin Verification method is disabled ● 1 - Pin Verification method is enabled
28	AllowPictureEVVVerification	Bit	This field Checks whether Picture verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Picture Verification method is disabled ● 1 - Picture Verification method is enabled
29	PerformPictureFacialRecognition	Bit	This field Checks whether Facial Recognition is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Facial recognition is disabled ● 1 - Facial recognition is enabled
30	PictureFacialMinPercentage	Integer	This field the column stores the Min percentage value for facial recognition	Optional	Allows Integer value FYI: Allows integer value from range 0 - 100
31	AllowFOBEVVVerification	Bit	This field Checks whether FOB Verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - FOB Verification method is disabled ● 1 - FOB Verification method is enabled
32	AllowVoiceRecordingEVVVerification	Bit	This field Checks whether Voice Verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Voice Verification method is disabled ● 1 - Voice Verification method is enabled
33	RequireReasonCodeForLateEntries	Bit	This field Checks whether reason code is required for late entries or not	Optional	Enumeration: ● 0 - Reason Code is not required for late entries ● 1 - Reason Code isrequired for late entries
34	AllowMobilePortalSignOffVerification	Bit	The field will define whether the EVV verification method of Client Sign Off is enabled or not	Optional	Allows 0 or 1 value. 0 = Disables Client Sign off Verification method 1 = Enables Client Sign off Verification method
35	AllowApproveUnverifiedPicture	Bit	The field will define whether unverified pictures can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified Picture 1 = Enables Approve Unverified Picture
36	AllowApproveUnverifiedSignature	Bit	The field will define whether unverified signatures can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified signature 1 = Enables Approve Unverified signature
37	AllowApproveUnverifiedVoiceRecording	Bit	The field will define whether unverified recordings can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified recording 1 = Enables Approve Unverified recording
38	ScheduleCompareLogic	Bit	(Instance Level Setting) Select Default (Visit Start Time is compared to Schedule Start and Visit End Time is compared to Schedule End) or Duration (Visit Duration compared to Schedule Duration)	Yes, if instance level setting is enabled	0 = Default 1 = Duration
39	AllowedDeviation	String	(Instance Level Setting) The number of minutes a visit can deviate from the compared schedule entry and still be considered a match	Required if Duration is selected for Schedule Compare Logic	Min = 1 Max = 20
40	AutoDownwardBillableAmountAdjustment	Bit	The field checks whether the Billable Amount needs to be adjusted in the entries that are added corresponding to the Funding Sources		Allows 0 or 1 value. 0 = Billable Amount will not be adjusted 1 = Billable Amount will be adjusted
41	ProgramID	String	Optional, free text field on the funding source profile.	Optional
42	EnableAutoApprovalVendorPayments	Bit	Determines if vendor payments should flow through the auto approval process	Required for FI Mode only	Allows 0 or 1 value. 0 = No 1 = Yes
43	RequireEmployerSignOff	Bit	Determines if Auto Approval of vendor payment entries requires Employer Sign-Off when the service code setting for Employer Sign-Off is enabled	FI Mode Only Conditional – required if Enable Auto Approval Vendor Payments is set to 1 (Yes)	Allows 0 or 1 value. 0 = No 1 = Yes
44	EnableAutoApprovalReimbursements	Bit	Determines if employer reimbursements should flow through the auto approval process	Required for FI Mode only	Allows 0 or 1 value. 0 = No 1 = Yes

Regions

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for the Funding Source Profile	Yes	Must use existing Id in DCI
2	RegionName	String	Name of the Region	Yes	Min Length: 2 Max Length: 50
3	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
4	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
5	City	String	City	Yes	Min Length: 2 Max Length: 20
6	State	String	State	Yes	The state's two letter abbreviation (ie, AZ)
7	PostalCode	String	Postal Code	Yes	Length = 5 numerals
8	CountryCode	String	Country Code	Yes	Should be USA
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	FaxNumber	String	Fax Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
12	ContactName	String	Name of the Contact	Yes	Min Length: 1 Max Length: 150

Import Formats - Admin Guide

Creating a Template

Best Practices

Reasons for Import Failure

Settings

Cost Centers

Funding Source

Regions