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Can I reimport the same company without losing my existing data?

Views: 2119 Created: 2014-07-10 15:10 Last Updated: 2018-12-04 17:27

SYMPTOM

I originally imported part of my payer and recipient information.  I have since edited my original Excel file and want to do the import again.  Will I lose any previously entered data?

SOLUTION

If the new import file contains recipient names and TINs that match forms that were previously imported into the Yearli site, the import process will recognize this.  You will be prompted to choose to replace the existing form with the new form in the import file or to add a new form.

If the option to replace the current form is chosen, the import will remove the originally imported form and create a new form with the new data in the import file. If the option to add a new form is chosen, the import will keep the originally imported form and add a second form using the new data in the import file.

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