Send daily new and canceled records to partner
Send daily new and canceled records to partner
Your daily adds and cancellations are in separate systems and often arrive late to partner ops, delaying processing. It sends a single spreadsheet and email so partners can process updates same day.
Overview
Replace manual daily exports and attachment chasing with a reliable morning delivery to your partner. The workflow produces validated add/remove sheets and emails them each morning so program coordinators and billing staff can reconcile entries same day.