Settlements

How to Import Settlements

How to download a settlement CSV from MyGroundBiz and import it into your HaldiTech account.

Step 1. Sign in to MyGroundBiz.

First, go to your MyGroundBiz Portal and sign in.

MyGroundBiz Portal sign in

Step 2. Open Settlement Statements.

Click on Settlement Statements.

Settlement Statements menu

Step 3. Download the settlement as a CSV.

Find the settlement you want to work on. Download it as a CSV file.

Settlement list with download option

Then click "CSV Text File" to download.

CSV Text File download option

Step 4. Start the import in HaldiTech.

Sign in to HaldiTech. In the left menu, click Settlements, then FedEx Settlements. On the settlements toolbar, click Import New.

FedEx Settlements grid with the Import New button on the toolbar

Important: If you manage more than one contract, confirm the correct company is selected in the account menu at the top right before you import.

Step 5. Choose the CSV file.

Select the settlement CSV file you downloaded from MyGroundBiz. HaldiTech imports it and adds the settlement to your list.

Need help?

Email support@halditech.com or call us at (470) 594-2534.

← Back to all help articles