Upload an Import File

Most files arrive on their own through a connection. When one does not, or you are testing a new file shape, upload it directly.

Upload the File

In the sidebar, select Batches, then the Import Batches tab.
Select Upload File. The Upload Import File dialog opens.
In Mapping, choose the template that matches the file. Only active mappings are listed. With none, the field asks you to create one first.
Optional: In Connection (optional), choose the connection the file belongs to.
In File, choose the file. The form takes a .csv, .edi, .txt, .hl7, .835, .837, .277, .999 or .ta1 file of 25 MB or smaller. A 277CA or 277 claim status response, a 999 or a TA1 goes under either EDI mapping; ClaimPod reads it by its content.
Select Upload. The toast reads “Import started”.

Result: the file becomes a run. Rows are staged and validated, clean rows promote, and anything ClaimPod cannot resolve joins the day’s Import Review queue, such as Import Review · 09/27/2026, beside the rows from every other import that day.

Watch the Run

The run’s row shows how many rows are processed out of the file’s total, and how many errors it logged. Open the run to see what each entity staged and promoted, how many rows are held in Import Review, and the Row Errors.

A run can also fail with one file-level error and no row errors, such as a damaged 835 or a CSV read with the wrong delimiter. See An Import or Queue Is Stuck.

When the Upload Is Refused

Message	What to do
“This file has already been imported.”	The file is already a run on the list. To process it again, re-run that run
“This file is already queued as import #12 and hasn’t started yet.”	Wait for that import to start; it is the same file
“The upload stopped before its import was queued. Upload the file again.”	Shown on a run that sat waiting for 10 minutes. Upload the file again