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Excel / CSV to 837P — Import Readiness Preview
See whether columns in an Excel or CSV file can be mapped to common professional-claim fields before trying a paid conversion workflow. Your file is read locally in this browser and is never sent to our server.
Step 1 — Choose a sample file
Use de-identified test data whenever possible. Supports .csv and basic .xlsx workbooks (first worksheet only, up to 500 data rows and 5 MB). For complex Excel formats, export the first sheet as CSV.
Step 2 — Match your column names
Step 3 — Preview
Using the paid Windows software
The CMS-1500 / 837P application supports its documented Excel import workflow. A sample workbook is available above; not every arbitrary spreadsheet can be imported without transformation.
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