Importing New Aliases

This section explains how to create multiple aliases for multiple accounts. The Import New Aliases function uses a .CSV file with the AccountID (created in the Wolters Kluwer Financial Services Administration tool), Original Value, Destination Value, and AddPermission values to create the alias.

Note the following:
  • Duplicate original values are not allowed. The Management Tool and .CSV file processes validate the "name" in the original value; for example:
    • Original value: TestAlias\(.*)
    • Duplicate: TestAlias\.(*)
    • Duplicate: Test Alias/(.*)

    Only the original value is honored; the validation process checks for duplicate values by name and a valid RegEx at the end of the original value.

  • The Management Tool nor .CSV processes allow invalid regular expressions in the original values; for example:
    • Invalid regular expression: TestAlias\.(.*)\
  • The new value field validates for invalid characters, if a library was deployed, any non-1 values immediately after "$," and if "expere" exists at the beginning of the value.
  • If the .CSV contains a duplicate original value in an existing Account ID, a warning message appears.
  • Users can now add over 400 aliases to a single account.
  • The import will fail if the file contains any invalid characters or errors. A list of errors will appear.
  • expere:// is lower case.
  • Leading/trailing spaces have been removed.
  • The destination value is now validated to verify $1 is present.
    • If the numeric value is any value other than 1, the value is changed to 1.
    • If the $ is not present, an error appears. The user must return to the previous screen and correct the error before reattempting the CSV import process.
  • The Import New Aliases feature is only accessible to Account Administrators.
Note: Users can update or overwrite Destination Values for Original Values. When importing the .CSV the following message appears in the Status column:
  • Valid. Warning! Existing destination value for <OrigValue> will be overwritten.

  1. From the Manage Aliases page, click the Import New Aliases link.


  2. The Select CSV File page appears. Browse to the .CSV location and click Import. The Management Tool validates the file to verify no errors exist.
    Note: If any errors occur during the import, you must correct the errors from the list and repeat the import.
    The Imported Alias List page appears with a status displayed for each row in the .CSV file.



  3. Click the Back button to return to the Select CSV File page.
WKFS