File Validation

Create Validation Rules to catch any potential issues with the file.

Create a File Definition

Create Field/Column Definitions to tell the application where the fields are in the file and what type of data it is.

The currently supported file types are:

1. Excel files

2. CSV files

3. Character Delimited files. Common examples are "|" delimited files.

4. Multiple Character Delimited files. Common examples are EDI 837, 835, and 834 files that use "*" to separate the fields and "~" to separate the groups of fields.

5. Position Delimited files. An example is an ISIR file where the fields start at a certain number of characters from the beginning of the line and can be a certain number of characters in length.

Create Validation Rules

Create Validation Rules to catch any potential issues with the file.

View the File Validation Report

After the file has been processed, a report is generated for the file where it shows which Validation Rule was triggered, which line in the file the Validation Rule triggered, and displays Instructions on how to handle the file.

Batch Processing Files

Setup a Schedule for processing files and if desired, the results can be split into separate files.

Auto fill Template Files

Easily look up data in your CRM to auto populate fields in template files.

Create a Template File

Create a template file by putting place holders where you want information to be filled in.

Map Place Holders to CRM fields

Upload a template file and map the place holders to properties in a CRM.

Using Templates

To use a template, select the desired template. Select the desired information from your CRM. Then click Download. It's that simple.

Why choose Lava Dragon Code?