Introducing bulk CSV import for transaction enrollments

Developers and operations teams can now submit transaction enrollments to payers using bulk CSV import functionality. This allows you to submit hundreds of enrollment requests to Stedi in minutes. 

Here’s how it works:

1. Go to the Bulk imports page and click New bulk import.

2. Download the CSV template with the required fields. The upload page contains detailed formatting instructions. 

3. Complete and upload the CSV file containing enrollment information—one row equals one enrollment request for a specific transaction to a payer. 

4. Stedi checks the file for errors and notifies you of any issues. You can fix the errors and re-upload the file as many times as needed. 

5. Once you execute the import, Stedi automatically creates provider records and enrollment requests. 

6. When the import is complete, you can download a report that shows the status of each row in the CSV file to ensure all your enrollment requests were submitted successfully. You can also track the status of each new enrollment request through the Enrollments page.

7. The Stedi team will contact you with any additional information required for the enrollment and will let you know when it is live.

Visit the Stedi Payer Network to find out if a payer requires enrollment for a particular transaction type.