This guide outlines the steps to require .CSV file format for census uploads—both when sending census files to portal users and when receiving census uploads from them. This ensures consistency, reduces processing errors, and aligns with system requirements.
Enforcing .CSV Format for Internal Users
This setting is only accessible to the Master User on the account.
Access Account Profile Settings
- Navigate to Wolters Kluwer Logo > Administrative Tasks > Account Profile.
- On the Account Profile page, locate the Portal Options section.
Enable Restriction
- Check the box labeled: Restrict census file upload to .csv format only?
- Once selected:
- Users will be unable to upload census files in any format other than .CSV.
- If a non-CSV file is uploaded, the system will display the following error:
> Error: The file format selected is not acceptable. Uploaded files must be in .csv format to be submitted. Please correct and re-upload.
Behavior When Unchecked
- If the checkbox is not selected, users will still receive a warning:
> Warning: The file type selected is not .csv. This may cause issues or delays in Census processing. Please select OK if you wish to continue or Cancel to correct the filetype and reupload.
Enforcing .CSV Format for Portal Users
This option is accessible by Users with Designated Admin permissions.
Access Portal Branding Settings
- Navigate to Wolters Kluwer Logo > Administrative Tasks > Portal/Workflow> Portal Branding.
Division-Specific Configuration
- Each division can configure its own settings.
- If a portal user is associated with multiple divisions, their settings will default to the first company listed in the Plan Association drop down on the Edit Portal User page.
Enable Restriction
- In the Portal Branding section, check the box: “Restrict census file upload to .csv format only?”
- Once selected:
- Portal users will be restricted to uploading only .CSV files.
- If a non-CSV file is uploaded, they will see:
> Error: The file format selected is not acceptable. Uploaded files must be in .csv format to be submitted. Please correct and re-upload.
