Step 3: Upload the file
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In this step, you upload the template (file) that you populated with data.
Key info
- Uploading does not process the records in the file. It uploads the file so that it is available for processing in step 5.
- The system performs validation on the uploaded file. Validation includes checking for mismatched data, verifying fields contain data (are not blank), verifying dates field are numeric, and so on.
- If a file fails validation, an error message appears.
- From the Imports List, click New Import.
- Select an import type.
- Click
. - On the pop-up, navigate to the template on your computer and select it.
The system displays the file you selected.
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- Beside the file, click
to upload.If the file uploads successfully, a success message appears in the upper right. A check icon appears beside the file in the list:
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If it does not upload successfully, an error message appears in the upper right. An alert icon appears beside the file in the list:
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(Click X to remove the file. Open the file on your computer and correct errors, then upload it again until no errors.)
- After the file uploads successfully, click Next.
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