We are closely monitoring how the COVID-19 virus has been impacting our clients and community. Vertican would like to offer some relief to issues the pandemic may have caused to your business.
This Q-Law and Q-LawE Town Hall on Flat File Mapping and Vendor Import/Export was presented by Michelle Samlaska, Team Lead -Client Services.
It covered the following:
Flat file
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Decrease the time to open new case placements.
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Mass import case placements in a matter of minutes, once the mapping is built.
Vendor import
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Saving data entry time
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Importing data into the accounts that already exist
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Mass import data from vendors or data field updates from your clients.
Vendor Export
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Create an export file/report to send to vendors.
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Designate the file path location and name of the report.
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Use task codes to query your data for the export files.