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How to import Transactions using User Fields

This guide explains how to import transactions into the SAH module using User Fields.

Step 1: Go to the Transactions Page

  1. Navigate to SAH.

  2. Open the Transactions page.

  3. Click the Import Data button.

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Step 2: Download the Sample File

Inside the import window, there is a link to download the sample import file.

Download this file and use it as your template for importing transactions.
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Step 3: Understand the User Field Columns

The sample file contains columns for User Fields.

These User Fields are connected to your Label Management Mapping configuration.

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Example:

  • If User Field 6 is mapped to Client ID in your CRM,
    then you should enter the Client Number values in the User Field 1 column.

Important Rules

Do Not Change the Column Headers

The column headers in the sample file must remain exactly the same.

The system recognises the fields based on the header names.

  • ✅ Correct: Keep the header as User Field 1

  • ❌ Incorrect: Rename it to Client Number

Only fill in the values under the existing headers.
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Step 4: Fill in the Data

Populate the rows with your transaction data.

The first 2 rows in the sample file are  guide or sample of what type of values are accepted. 

Note!! If you are using the sample file please delete the sample records before importing.

Please follow the guide to fill out all required details. Do not change any header name on Row 1 as the system requires exact same headers to recognise your input.
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If you are using your own file, in order for your Excel/CSV File to be read by the quickclaim system please ensure that the column headers in your file are identical to the column headers in the sample file.

For mapped user fields:

  • Enter the relevant values based on your Label Management mapping.

  • Leave the header names unchanged.

Example:

User Field 1 User Field 2
CLT001 Sydney
CLT002 Melbourne

Where:

  • User Field 1 = Client Number

  • User Field 2 = Region

Step 5: Import the File

  1. Save the completed file.

  2. Return to the Transactions page.

  3. Click Import Data.

  4. Upload the completed file.

  5. Confirm the import.

The system will process the transactions using the mapped User Field values.