Required Files

Use the V2 Ops-Portal exports. Older (V1) report formats are no longer supported.

• Case List - V2 "All Filtered Case Details" export
• Check List - V2 "All Filtered Check Item Details" export (includes Package ID)
• Price Detail - Per-check pricing sheet for each client
• Additional Charges - Cost approval details (additional charges per check)
• Package Price - Package ID → Price sheet (needed for package-mode billing)

.xlsx .csv formats supported