Exporting Payers

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You can export your payers from the DDMS. Exporting is carried out on a group-by-group basis.   When you export your payers you create a CSV file containing all of the payers and their payment plans.  



Exported file format

The format of the resulting CSV file is the standard payer format.  Full details of this format can be found in this section.



How to export payers in a DDMS group


The DDMS use that carries out the exporting function  must be a member of the ‘DdmsDataImportExport’ role.


  1. Login into DDMS using the browser client.


  1. Open the Collections menu and choose "Data Import and Export"


  1. Now select Export Data


  1. You will now be in the data export page.  Select the group that contains the payer that you wish to export.


  1. Click the button marked 'Export'


  1. A file will be created and sent to you browser to allow you to save it locally.  The exact behaviour depends on your browser version.


  1. The exported file will be saved locally as a csv file.