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System Maintenance - File Import - Cal-PM

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Import multiple pieces of information into myAvatar at one time.

  • Importing a file replaces information previously imported for that type of file.
  • Download the file import mapping documents from this article. 

The Order Code import layout is in this file: File Import Mapping Document.

  1. Go to: Avatar PM > System Maintenance > System Definition.
  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.
    • File Import Mapping Document
  3. In the File Type field, select the type of file.
    Note: The types of files that can be imported depend on which myAvatar registry settings are enabled (see Import File Delimiter).  You can also update your Windows-based PC list separator to match the myAvatar registry settings.  This can be found in Windows Control Panel under Region> Additional Settings...>List separator.
  4. In the Action field, select the action to perform:
    • Upload New File - upload a new file to myAvatar. When Process Action is clicked, an Open dialog box displays. Navigate to the file, click Open.
    • Compile/Validate File - compiles or validates a file that has been uploaded. A dialog displays if the file contains errors. To view the File Import Error report, select Print Errors, click Process Action.
    • 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. The file remains stored on the server, and is no longer available in this form.
      Note: Deleting a posted file deletes the information that has been submitted from myAvatar.
  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.
► SQL Tables
  • SYSTEM. file_import_prac_prov_num
  • SYSTEM.file_import_adv_bill_rule
  • SYSTEM.file_import_clm-adj_grp
  • SYSTEM.file_import_csi_css_data
  • SYSTEM.file_import_gpbdt
  • SYSTEM.file_import_prog_maint
  • SYSTEM.file_import_rebill
► Registry Settings