Video guide · Credentials & CME
How to import a CME transcript
Review a batch of credits before adding it, including duplicates and missing fields.
Watch the walkthrough
1:00 · Narrated demo with captions. Synthetic data; no live messages or payments.
Read the transcript
Transcript import
Demonstration records only. No real messages, payments or AI requests occur.
Import a transcript from CME Credits. Choose a supported file or paste text. If prompted, match the columns, then review the selected rows. Duplicates begin unticked. Check dates, hours and credit types and correct missing fields. Nothing enters the log until you add the batch. Afterward, link individual certificates from Documents if you need them.
Demo import. No direct CE Broker or ACCME account connection.
Follow the steps
PDF, CSV or XLSX file, or pasted text. Other PDF layouts may need available AI access.
- Open Credentials, then CME Credits and choose Import transcript.
- Choose transcript file (PDF, CSV, XLSX), or select Paste text instead. Which formats, which columns? explains the available layouts.
- If asked, map the columns and choose Continue to review. Check every included row's title, date, hours and credit type.
- Leave duplicates unticked unless you have checked that they are separate activities. Fix missing fields and review topic tags.
- Choose Add to CME log when the selection is correct. Check the confirmation and the entries in CME Credits.
Good to know
- The Add button includes the selected row count and hours. Nothing is added to the CME log until you choose it.
- Imported transcript rows do not automatically supply individual certificates. Link those from Documents when needed.
- A known layout describes the parser, not a verification that the credits qualify. Some other PDF layouts are sent to AI; review the import screen's explanation.
You’re done when: The intended activities appear once, with the right fields and total hours.
Written guide reviewed 2026-09-19. This walkthrough uses synthetic demo data.
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