Import File

Note: Users must have the authority, "Import File," (Diamond Administration group) to access and run this function.

This allows a user  to import a payment file (not lock box) from a 3rd Party Payment Processor. Upon import of the file, payments are then applied to policies.

To import a file:

1. Choose the Import selection from the Diamond Administration Tree View.

2. When the Import screen displays, you may:

• Enter the name of the file being imported and select Import

OR

• Select Browse to locate the folder the file is in.

• Highlight the file and click Open

•  Click Import