# Bulk transaction enrollment CSVs now support new fields

> Bulk CSV imports for transaction enrollments now support fields for PTAN, requested effective date, and ERA aggregation preferences.

Published Apr 24, 2026

Product: ERAs & transaction enrollment

You can now include four optional fields when creating [transaction enrollment requests](https://www.stedi.com/docs/healthcare/transaction-enrollment) using a [bulk CSV import](https://www.stedi.com/docs/healthcare/create-manage-transaction-enrollments#bulk-csv-import):

- `providerTransactionAccessNumber` – The Provider Transaction Access Number (PTAN) assigned by the payer. The PTAN is a Medicare-issued identifier that providers receive from their Medicare Administrative Contractor (MAC) in an approval letter after enrolling with Medicare.

- `requestedEffectiveDate` – Date you'd like an ERA enrollment to take effect with the payer. Uses the `YYYYMMDD` format. See [Introducing requested effective dates for ERA enrollments](https://www.stedi.com/changelog/requested-effective-dates-for-era-enrollments).

- `aggregationPreferenceNpi` – [National Provider Identifier (NPI)](https://www.stedi.com/docs/healthcare/national-provider-identifier) to use for [ERA aggregation](https://www.stedi.com/docs/healthcare/create-manage-transaction-enrollments#era-aggregation-preference).

- `aggregationPreferenceTaxId` – Tax ID number (TIN), such as an employer identification number (EIN) or Social Security Number (SSN), to use for [ERA aggregation](https://www.stedi.com/docs/healthcare/create-manage-transaction-enrollments#era-aggregation-preference).

You can only provide one aggregation preference field, `aggregationPreferenceNpi` or `aggregationPreferenceTaxId`, per row.

The aggregation preference fields tell the payer how you'd like them to group payment information in ERAs. The preference is a request to the payer, not a guarantee. See [Introducing aggregation preferences for ERA enrollments](https://www.stedi.com/changelog/introducing-aggregation-preferences-for-era-enrollments).

Previously, these four fields were only available through the [Create Enrollment API](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-create-enrollment) or the Stedi portal UI.

Now you can also use the fields in [bulk CSV imports](https://www.stedi.com/docs/healthcare/create-manage-transaction-enrollments#bulk-csv-import). Bulk CSV imports are commonly used for clearinghouse migrations, new customer onboarding, and group practice rollouts.