Background checks: Importing integration data

As a program office user with the appropriate permissions, you must configure or import background check provider account details in Beeline Enterprise. You can quickly bring in net-new supplier background check provider accounts via Self-Service using an import file. Importing data for client or supplier background check provider accounts can save you time.

If you need assistance with importing data to Enterprise, contact your client operations manager (COM).

1. Select Preferences > VMS Settings > Data Management. A Data Management page displays.
2. Select Web Import. An Import page displays.
3. Select Add New. An Import—Status: Creating page displays.
4. From the Import Type list, select Background Check Provider.
5. Select the link next to the BGCProvider Template to download a prototype file for your import. A Save As dialog displays.
6. Select the location where you want to save a copy of the template.
7. Navigate to the copy you saved, and then complete the template with the data for your organization. Next, save the file.
8. In the Import page in Enterprise, enter a label for your import in the Name field.
9. Choose the Select link in the Select File section. A Select Import Attachment dialog displays.
10. Select Choose File, and then navigate to the file you just saved.
11. From the Select Import Attachment dialog, select Upload.
12. Add a label for your import in the Title field on the Select Import Attachment dialog, and then select Save.
13. Optional: Define any additional file options on the Import—Status: Creating page.
14. Select Validate.
15. Make sure all of the entries in your import template were successfully uploaded.
16. Select Save, and then select Return.

The background check provider accounts you outlined in your template file are uploaded to Enterprise. Be sure to check that your data was imported successfully. You can easily verify background check packages set up for a client’s or a supplier’s background check provider account. To learn how, go to Examining background check packages.