Import Transactions

Note: Users will need the authority, "Import Transactions," in the Diamond Administration group. Also, you will need to set up the name of the path the files will be imported to in the system setting, "Import Path," (Claims / Transaction folder).

This function provides users with the ability to manually import claim transactions from an Excel ® spreadsheet. Each row in the spreadsheet that is used for the import is added into Claims as a claim transaction. Once Check Processing is run, the transaction is converted into a check. If it is a bulk payee, there is one (1) transaction for each row in the spreadsheet. (Note: This can also be done automatically via the End of Day Process, "Import Claim Transactions.")

• Click Browse.
• Find the directory the file is located in.
• Highlight the file and click Open.
• Click Import Transactions.

Once imported, these are attached to the claim transactions in Diamond.