Exporting Claims
Export single or batch claims to ADP-compatible TXT format
After creating claims, you need to export them to TXT files that can be submitted to ADP. This guide covers exporting single claims and batch exporting multiple claims at once.
What You'll Learn
- Exporting a single claim to TXT
- Batch exporting multiple claims
- Understanding the exported file format
- Finding exported files in File Explorer
1 Exporting a Single Claim
Method 1: From the Claim Details Page
Open any claim to view its details, then:
- 1. Click the "Export" or "Download TXT" button
- 2. The TXT file will download to your computer's Downloads folder
- 3. The file is also saved to your cloud File Explorer for future access
Method 2: From the Claims List
In the Claims table:
- 1. Find the claim you want to export
- 2. Click the download icon in the Actions column
- 3. The TXT file downloads immediately
Tip: File Naming
Exported files are named using the pattern: VendorCode_YYYY-MM-DD.txt
Example: 1234567_2024-11-12.txt
2 Batch Exporting Multiple Claims
When you need to submit multiple claims at once (e.g., end of billing cycle), use batch export to combine them into a single TXT file.
Step A: Select Claims to Export
In the Claims list:
- 1. Click the checkbox next to each claim you want to export
- 2. Or click the checkbox in the header row to select all visible claims
A counter will show how many claims are selected (e.g., "3 claims selected").
Step B: Click "Export Selected"
Once you've selected your claims, click the "Export Selected" or "Batch Export" button that appears at the top of the table.
Step C: Download the Combined File
A single TXT file containing all selected claims will download. This file can be submitted directly to ADP.
Important: Same Vendor Code Required
All claims in a batch export must have the same vendor code. If you select claims with different vendors, you may be prompted to export them separately.
3 Understanding the TXT File Format
The exported TXT file follows ADP's required format. Here's what's inside:
TXT File Structure
Each line in the file represents one device from one claim. The fields are separated by commas:
1234567,1234567890,1220,INV-111,29112024,29112024,,,WM0001040,123456748,,1,2110,1582.50,527.50,REG
| Position | Field | Example |
|---|---|---|
| 1 | Vendor Code | 1234567 |
| 2 | Claim Number | 1234567890 |
| 3 | Client Reference | 1220 |
| 4 | Invoice Number | INV-111 |
| 5-6 | Dates | 29112024 |
| 9 | Device Code | WM0001040 |
| 10 | Serial Number | 123456748 |
| 12 | Quantity | 1 |
| 13 | Unit Price | 2110 |
| 14 | ADP Portion | 1582.50 |
| 15 | Client Portion | 527.50 |
| 16 | Client Type | REG |
Opening TXT Files
You can open TXT files in Notepad (Windows) or Excel (choose comma-delimited when opening) to review them before submitting to ADP.
4 Finding Exported Files
In Your Downloads Folder
When you export a claim, the TXT file downloads to your computer's Downloads folder.
Look for files named like 1234567_2024-11-12.txt.
In Fusion Cloud File Explorer
All exported files are also saved in the cloud for backup. To find them:
- 1. Click "Explorer" in the sidebar
- 2. Navigate to the vendor folder
- 3. Find the year and month folders
- 4. Click any TXT file to preview or download it
Export Checklist
Before exporting, verify:
What's Next?
Learn how to use File Explorer to manage your exported files, organize folders, and import existing claim files.
Next: File Explorer