Before You Begin
Ensure you have:
Access to your billing platform to export data
Ability to download CSV files from your billing system
Access to the Dazos data entry Slack channel (or contact your Dazos representative)
Steps
Export your billing data: Log into your billing platform (Zealie or other unsupported system) and download a CSV export of your billing data. Include charges, claims, and payments data if available.
Access the dazos-data-entry Slack channel: Navigate to the dazos-data-entry Slack channel in your organization's Slack workspace.
Request data import assistance: Post a message in the channel asking Aarti to help create the reports for your facility. Include the following information:
Your facility name
The billing platform you're using (e.g., Zealie)
That you need help with IQ Marketing Reports data import
Share your CSV file: Upload or share your billing data CSV file in the Slack channel for the development team to process.
Wait for processing: Aarti and the development team will handle the data import process and let you know when it's complete.
Expected Result
Once the manual import is complete, your billing data will be available in Dazos IQ Marketing Reports. You'll be able to view revenue tracking, referral quality insights, and ROI analysis just like customers with direct billing integrations.
💡 Tips & Notes
Manual process: This is currently a manual workaround while more advanced integrations are being developed for newer billing platforms.
Processing time: Allow time for the development team to process your data import request.
Data quality: Ensure your CSV export includes all the billing data you want to analyze in your Marketing Reports.
Related Resources
How to Integrate Dazos IQ with CollaborateMD (for comparison with direct integrations)