The Authorization Flexible CSV Import (hereafter referred to as “the import”) is used to create authorization records in the Equus Platform application, and can also be used to update fields in the authorization wizard.
The import is capable of inserting just one record at a time or inserting an almost indefinite number of records in one run. The data fields available for import are limited to fields that are captured by the Authorization Wizard.
Data fields on the Authorization Tables can also be updated through this import. Orphan authorizations that do not have corresponding assignment records can also be tidied up and deleted by batch by updating the 'Delete After Date' field in individual authorizations.
The import is available at both system and company levels. To run a system level import, click on the Configuration tab and locate the Import Data menu item under the Import / Export menu group.
The company level version can be found by first selecting a company and then locate the Import Data menu item under the Processes menu group.