This section explains how to use the IMPORT CSV functionality.
Note: Users can only import .CSV files.
- Select the IMPORT CSV link on the left side of the screen.
- From the SELECT FILE field, click the Browse button.
- From the Choose File to Upload dialog, navigate to the desired file and click Open.
- Click the UPLOAD FILE button.
After uploading the file, a summary message appears; a successful upload will display the number of imported transactions. An unsuccessful upload will display an error.
- Click the PROCESS FILE button to begin processing this file. Upon completion of process, a message appears; successful processing will display a processing summary and any errors that may have occurred.