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File Import - PM

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You can import multiple pieces of information into myAvatar PM, CWS, or MSO at one time using the File Import form.

Once imported using this form, the information is posted to the Client Ledger. Importing a file replaces information previously imported for that type of file.

Warning: You should not import order codes that have been exported from another environment. If need to do so, please contact a Netsmart representative.

Remember: The Payment Adjustment File Import selection does not allow an adjustment to leave a credit (negative) balance. Adjustments creating a credit balance cannot be imported.

  1. Go to: Avatar PM > System Maintenance > Client Maintenance > File Import.

  2. Create a comma-delimited file.
    • Use any Windows-based word processing program.
    • Save the document as a text (.txt) file.
    • The file can also be created in Microsoft Excel and saved as a comma-delimited text file.
  3. In the File Type field, select the type of file.
    Note: The types of files that can be imported depends on which myAvatar registry settings are enabled.
  4. In the Action field, select the action to perform, then choose Process Action.
    • Upload New File - upload a new file to myAvatar . When Process Action is clicked, an Open dialog box displays. Locate the file and click Open.
    • Compile/Validate File - compiles or validates a file that has been uploaded.
      Result: A dialog displays if the file contains errors.
    • Post File - post a compiled file, submits that information to the Client Ledger.
    • Print File - generate the File Import Report.
    • Print Errors - generate the File Import Error report.
    • Delete File - delete an uploaded file.
      Result: The file remains stored on the server, and is no longer available in this form.
  5. The Filename field shows the file name for uploaded files (Action field - Upload New File).
  6. The Description field is displayed only for uploaded files, and shows the file description for uploaded files (Action field - Upload New File).
  7. In the File(s) field, select the file.
  8. Click Process Action.
► Dictionary Values
► File Import Format
  • Use comma-delimited (ASCII character 9) columns.
  • Follow each column with a carriage return (ASCII character 13), and a line feed (ASCII character 10).
  • Each entry must be followed by a period.
  • Use commas as placeholders for blank entries.
  • Save the file on the server.
  • Open the File Import form and upload the file.
  • Compile the file.
  • Review any errors by selecting Print Errors from the Action field.
  • All errors must be corrected before the file can be posted. After correcting the file, it must be re-compiled.
  • Post the file.
  • The information is posted to the client ledger. 
► Registry Settings
► See Also
► SQL Tables
  • SYSTEM.file_import_gpbdt_i837