Create an import batch

NOTE: This topic applies to the Kreg Unified Importer.

Before creating an import batch, you need to understand the following different types of batches used in Axiom Contract Management:

• Claims should import from the 837i or 837p 5010 format files (claims are imported using the 5010
• Flat-file import – Folder and File based

To create an import batch:

1. Select the import type. An import batch can be created for each of the import types. Select the appropriate import type from the drop-down menu.

2. Name and create your batch. Click Create to create a blank batch for the import type selected in step 1.

   

   

3. Select files/folders to import and the target table to import to. On the left side of the screen, from Table Name drop-down, select the target table.

4. Click the ellipsis button next to Import Folder and then select the import folder or file location.

5. In the Format box, select the format to apply to the folder.

   NOTE: Only one format can be applied to a folder.

   

6. Add your item to the batch. Click the right arrows button to add your item to the batch selected in the drop-down on the right side of the window. To remove an item from the list, select it and press the Delete key.

   IMPORTANT: Do NOT click the Delete button. Clicking the Delete button will not remove an item from the list, but instead will delete your whole batch.

7. Next, add the import batch to the Import Task List.