How do I prepare the import file? Should I ask my clients for an Excel file containing only email addresses?

Context

Clients often send an RSU (social security statement) containing various data; does this require the file to be reprocessed before import?

Yes, in all cases, IRIS imports everything it needs by mapping the data from the imported file. Only emails are required.

You can import a pre-prepared file containing:

  • email adresses
  • start date
  • end date

Or prepare a file containing only the emails.