Providers

Use the Providers task to add or modify available providers for use in Import.

To view the Providers page

  • Click Import > Admin > Providers.

To add a provider

  • In the Providers menu bar, click the Action icon and select + Add.
  • In the Add providers window, enter the Name of the provider
  • Click Save.

To add a list of providers from a text file

  • In the Providers menu bar, click the Action icon and select + Add List.
  • In the Add providers list window, click + Choose file and select the .txt file with the list of providers.
  • Note: You can also copy and paste names to the Add List section from a spread sheet or type the names, one provider per line.

  • Click Verify, then click one of the following:
    • Download as CSV: Download a CSV report of the providers in the Add List section.
    • Download as Tab: Download a tab delimited text document of the providers in the Add List section.
    • Add providers : Add the providers and view them on the Providers page.

To edit a provider

  • In the Providers list, locate the provider you want to edit, click its Action icon and select Edit.
  • In the Add providers window, update the Name and click Save.