Manual Recipient File Import Setup
The Recipient File can be imported manually at any time. This is a standard feature for WTS/WTS-P.

1. Go to “Admin”

2. Select “Import Recipient csv file” under “Data

3. Choose if you want to clear previous Recipients and/or Locations (overwrite) from the database.
If you choose to clear previous data, manually entered data in the system will be protected, all other data will be erased.
4. Select “Backup Existing Data”
5. Locate the file using “Choose File”
6. Select “Import File”

7. A progress bar will show under Import History under Advanced> Import

Settings/History. It will also show how many entries were processed, updated and were added.

Auto Import Recipient file setup
Auto Importing is an option the customer can purchase. If it is enabled follow the procedure below to setup the Auto import.
Enabling Auto Import in WTS/WTS-P
1. Go to “Admin” > “Advanced” > “Import Settings / History”

2. Check “Use Auto Import.”
3. Define if Recipient Code (ID) and/or Location Code (LocCode) are required. These headers are defined in the CSV file.
4. Determine if the client wants to Clear Previous Recipients and/or Clear Previous Locations every time WTS-P Auto Imports
5. Click “Save”

For WTS the file will be loaded on a FTP server that is given to you during installation or training for WTS. The file can be loaded daily if desired. Every night between 1 and 5am EST if a file is present it will be auto uploaded. The frequency of the auto import is determined by you and when the file is uploaded to the FTP.