---
title: "Adjustment File Import Process"
slug: "adjustment-file-import-process"
updated: 2026-06-11T20:04:36Z
published: 2026-06-11T20:04:36Z
canonical: "help.idibilling.com/adjustment-file-import-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adjustment File Import Process

### Adjustment Import File Format

#### Adjustment File Fields

Before adjustments can be loaded from a file, the file must be in a specific format. The data must be comma delimited, with no header or trailer records. The fields are in the following order:

- customer account number - alphanumeric
- adjustment amount - currency
- adjustment type code - numeric (as set up in Data Management)
- adjustment date - mm/dd/yyyy
- description (not required)) - alphanumeric
- service number - numeric (if applicable)
- associated invoice number - numeric (if applicable)
- check number - numeric (if applicable)
- batch number - numeric (not required)
- invoice category ID - numeric (not required)

**Sample Adjustment file:**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/adjustment-file-import-process-image-pd60hasc.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A37Z&se=2026-11-14T12%3A11%3A37Z&sr=c&sp=r&sig=r0EUQ6z%2BEEGdE0Nd4UgkQQB%2B4G70ZZzo15rYhOOlQlc%3D)

#### Loading Adjustment Files

To load an adjustment file:

- Open the Batch File window and right-click. Select **Process File > Import CostGuard Adjustments**.

![Graphical user interface, table Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/adjustment-file-import-process-image-sg868zmx.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A37Z&se=2026-11-14T12%3A11%3A37Z&sr=c&sp=r&sig=r0EUQ6z%2BEEGdE0Nd4UgkQQB%2B4G70ZZzo15rYhOOlQlc%3D)

- Select the Add File button to find the location of the adjustment file.

![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/adjustment-file-import-process-image-32e5tqjz.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A37Z&se=2026-11-14T12%3A11%3A37Z&sr=c&sp=r&sig=r0EUQ6z%2BEEGdE0Nd4UgkQQB%2B4G70ZZzo15rYhOOlQlc%3D)

- Click Upload. The file uploads while the Transfer Status is displayed.
- Check the Close this dialog when upload completes check box if you want to close the dialog box after the upload is complete.
- Once the file has finished processing, click Close.
- Click Refresh to update the Batch Files window. The uploaded CostGuard Adjustment file is added to the list.