File Uploads

Data File Uploads

Creating a Pipe Delimited Excel File

  1. Open Excel.

  2. Create a new excel document.

  3. Enter your data in the cells.

  4. Do not include a header row (A top row that describes the data in each column.)

  5. Select File, Save As, and save the file as a CSV Comma Delimited File to your desktop.

  6. Right-click on the File and Select Open With Notepad.

  7. Select Edit, Replace, and replace the , with a |.

  8. Click Replace All.

  9. The commas are now changed to pipes.

  10. Click Save.

  11. The file can now be uploaded.

Synar Merchant File Specifications

Field

Name

Description

Required

Validation

Field

Name

Description

Required

Validation

1

Outlet ID

ID of the merchant outlet; this ID is self-assigned

Yes

 

2

Merchant Name

The name of the merchant

Yes

 

3

Name of Owner

The owner of the outlet

Yes

 

4

Address

The address of the outlet

Yes

 

5

City

The city of the outlet

Yes

 

6

State Code

The abbreviated state of the outlet (NM)

Yes

 

7

Zip Code

The zip code of the outlet

Yes

 

8

Phone Number

The phone number of the outlet

Yes

 

9

County

The county of the outlet

Yes

 

10

Merchant Type

 

Yes

Must be one of the following values:

  • OTC – Over the Counter

  • OTC – Cigars Only

  • OTC – Single Cigarette

  • OTC – Lounge/Bar

  • OTC – Vapors

11

Geographic Area

 

No

Must be one of the following values:

  • Frontier

  • Indian Territory

  • Rural

  • Urban

 

12

Stratum

 

Yes

Statum 1 - Stratum 12

13

Latitude

 

No

Must be between -90 and 90

14

Longitude

 

No

Must be between -180 and 180

Example of a Merchant record in the CSV file:

0002106|Merchant Test6|Merchant Owner 6|60 Test Drive|Santa Fe|NM|87501|1111111111|Santa Fe|OTC - Over the Counter|Frontier|Stratum 1|50|170


SYNAR Person File Specifications

Field

Name

Description

Required

Validation

Field

Name

Description

Required

Validation

1

Person Type

Adult or Youth

Yes

Must be either Adult or Youth.

2

First Name

The first name of the person

Yes

 

3

Last Name

The last name of the person

Yes

 

4

Date of Birth

The date of birth of the person

Yes

 

5

Gender

Female or Male

Yes

Must be either Female or Male

6

Effective Begin Date

The begin date for this person

Yes

 

7

Effective End Date

The end date for the person

Yes for Youth

End Date must come before Youth’s 18th birthday

8

Location NPI

The NPI of the Provider Location, as defined in STAR

Yes

 

Example of a Person record in the CSV file:

Adult|Tracy|Test|12/02/1965|Female|01/01/2018|01/15/2018|12345678


Synar Visit File Specifications

Field

Name

Description

Required

Validation

Field

Name

Description

Required

Validation

1

Outlet ID

ID of the merchant outlet, as defined in the Manage Merchants section

Yes

 

2

Visit Type ID

Education, Compliance, or Enforcement Visit

Yes

Must be one of the following:

  • Education

  • Enforcement

  • Compliance

3

NPI

The NPI of the Provider Location, as defined in STAR

Yes

 

4

Fiscal Year

The corresponding fiscal year of the visit

Yes

YYYY

Example of a Visit record in the CSV file:

10158|Education|7733115549|2018

 Upload a File

  1. Click the Take Action button underneath the Data File Uploads icon.

  2. Select a File Type: Synar Merchant, Synar Person, or Synar Visit.

  3. Click the Choose File button and select a document to upload.

  4. Click Submit File.