BT Daily Import
Send shipment files to Zoho CRM, safely
A private workspace for your daily export. Sign in, confirm the mapped fields, and send every row — with patient details masked and every upload recorded.
Sign in to uploadSafeguards in place
Sign-in required
Only invited, authenticated users can open the uploader or send a file.
Details stay hidden
Names and patient IDs are masked on screen and never written to logs.
Every upload recorded
Who uploaded which file, how many rows, and when — kept for review.
Auto sign-out
The session ends after 15 idle minutes and the loaded file is cleared.
Field mapping
Each row is sent with these keys, ready to map in your Zoho CRM step.
- Patient ID
- BT Patient ID
- Patient Full Name
- Patient Name
- SHIPPED DATE
- Last Billed DOS
- DATE OF SERVICE
- Next DOS
- Sales Order Detail Item Id
- Item Shipped
- Sales Order Detail Bqty
- Units Shipped
Patient information handled here is covered by signed business associate agreements with the services it is sent to. Do not share your login, and sign out when you're finished.