Instructions for Data Bridge Using PDI PDE

Kevin Ricciardo

May 22, 2026

1252

Purpose	Create a repeatable bridge workflow that moves data from a sending provider to a receiving CAREWare provider.
Who should do this	CAREWare administrators, state/provider data managers, or interface staff responsible for data exchange.
Use this guide when you need to	Send a zipped Provider Data Export to another CAREWare server and import it with Provider Data Import.
Main warning	The receiving CAREWare server must already have the sending provider set up, and import settings should be reviewed before importing the ZIP file.

Quick path

Path: Sending provider: Administrative Options > Data Import and Export Features > Provider Data Export > New Export. Receiving provider: Administrative Options > Data Import and Export Features > Provider Data Import > New Import.

Before you begin

Confirm the receiving server has a provider for the provider sending the data. Review Import Settings in the receiving provider before importing the ZIP file.

Important: For bridge imports, set the receiving provider import settings to Match CAREWare Values and Automatically Import Setup Data. If the data quality is trusted, enable Automatically Process Imports.

Export from the sending provider

1. Log into the sending provider.

2. Click Administrative Options.

3. Click Data Import and Export Features.

4. Click Provider Data Export.

5. Click New Export.

6. Select the export settings and tables needed for the reporting year or bridge workflow.

7. Click Export.

8. Click Download Export File to save the zipped CSV export.

Provider Data Export configuration screen from the New Export source video.

Import into the receiving provider

1. Log into the provider in the receiving or state server.

2. Confirm Import Settings are set for the bridge workflow.

3. Click Administrative Options.

4. Click Data Import and Export Features.

5. Click Provider Data Import.

6. Click New Import.

7. Click Choose File.

8. Select the zipped CSV file exported from the sending provider.

9. Click Open.

10. Click Import File.

Tip: When reviewing the files, prior to importing them, make sure to correct any leading zeros dropped by Excel before zipping the files again and importing them.

After the file uploads

1. Validate the imported records.

2. Resolve errors and complete mappings as needed.

3. Process the validated file according to your organization’s import procedure.

4. Review import results and compare expected counts to the sending export.

Troubleshooting and common questions

Why can’t I import the file? Confirm the receiving provider exists and that you selected the original zipped export file.
Why are setup values not mapping? Review Import Settings and confirm Match CAREWare Values and Automatically Import Setup Data are set as needed.
Why did clients not match? Compare the exported Client Match Field to the receiving provider client matching settings.

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