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Update client tracker with incoming report file and date

Update client tracker with incoming report file and date

Your incoming CSV reports arrive unlinked to client records, delaying ticket context and billing readiness. Attach the CSV and update the client record so support and billing see the file same day.

Update client tracker with incoming report file and date

Overview

Inbound CSV reports often land unlinked and stall support and billing; this flow extracts the client identifier, saves the CSV to your shared reports area, and writes the file link and report date back to the client record. The result: support agents and billing staff see the file and timeline in the record same day, reducing follow-ups and reconciliation work.

Update client tracker with incoming report file and date