How to Manually Upload a User Eligibility File

Modified on Mon, 12 Feb 2024 at 09:47 AM

This article explains how to manually upload a user eligibility file in the admin website. Company admins and admins assigned the Portal Management role can perform this action at any time without assistance.


File Format Types


You can upload two file format types:



  • Comma-Separated Values (CSV)

  • Microsoft Excel


Regardless of file format type, the first header row must be the the external naming conventions that you map to the internal naming conventions. Beneath each header row, listed in columns, is the corresponding member-data: 


 


UE_file_example.png


Filenames 


There is no specific format required for filenames, but each file name must be unique (it is common practice to append all filenames with the date). When the Engagement Rx system checks filenames, duplicates will be skipped. 


Steps to Upload a User Eligibility File


After you've created the file—making sure to follow all formatting rules in alignment with configuration settings—log into the admin website.



  1. Select “Settings” from the menu at the top of the page.

  2. Enter the “Portal Management” module.

  3. Choose the portal for which you’d like to upload the file (only necessary if you have more than one active portal).

  4. Select User Eligibility Files from the menu on the left.

  5. Click the MANUALLY UPLOAD ELIGIBILITY FILE button in the section at the top of the page.


Uploading the File


When you upload the file, the processing attempt will begin and the transaction log will be updated. An alert will appear in the case of a failed upload of an invalid file format. Hitting "Cancel" will abort the processing attempt and remove the file. 


Do not leave yet! You still need to confirm that the file has been successfully processed.


File Processing



  • Wait a little bit (file process-time varies depending on file size, but it does not take long) and refresh the page.

  • Go into the configuration section again (repeat the navigational step listed above if necessary).

  • Check the file status in the transaction log, of which there are three possibilities: Success, partial success, and failure.


If processing succeeds, congratulations, you are done. If processing fails or is only partially successful, you can see details in the error log that will help you correct the issue.


Reasons for Processing Failure


If a file fails in processing, it means that data was missing or invalid (typically because of improper formatting) for either of the assigned validation fields. 


Correcting Errors


Common errors include incorrectly formatted column headers, incorrectly formatted data fields and missing data. See this article for common user eligibility file errors.   


If you need further assistance, email platformsupport@engagementrx.com

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