Overview
NOTE:
- When you run an import, a notification is posted to the Message Center when the import is complete.
- Saved Imports are not retained for User IDs that are deleted or inactive for at least 6 months, nor are they retained for any User ID not entitled to imports for a period of 6 months or more. If these User IDs are re-activated or re-entitled to imports, they must create any imports they wish to use.
The Saved Imports screen displays the imports that were created and saved either by you or by other members of your firm. From this screen you can edit, delete, or run a saved import. After
running an import, it is a best practice to view the Import Status (Tools > Imports & Exports > Import/Export Status > Import Status Tab
OR Select the View Import Status link above the Saved Imports List) to verify there were no errors or to correct any errors that occurred.
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Sorting the List
You can sort the information in the Saved Imports List by selecting one of the following column headers: Description, Import Name (the default), Import Type, and Updated By. The
label of these columns displays in blue as an indication that you can use them as sorting criteria. The sorting method of the list is indicated by a caret in the selected column heading; the caret points upward for Ascending ordering
and points downward for Descending ordering. Selecting the column heading toggles between Ascending and Descending order.
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Searching the List
Use the Filter By User drop-down list to filter the list. The drop-down contains the names of users who created or modified imports. If you saved imports, the filter defaults to your name and only the imports you created or modified
are shown when you launch the screen. However, if you did not create or modify any imports, the drop-down defaults to All and the saved imports created or modified by other individuals at your firm display.
NOTE: The Filter By User filter is based on the names that display in the Updated By column of the Saved Imports List. The name reflects the person who created the import (if it was never updated) or the person who updated it. Therefore, if you create an import but someone else edits it, it no longer displays if you filter the list according to your name; the import is now associated with the individual who edited it.
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Editing a Saved Import
NOTE: Select the Cancel without making changes link at any time while you are on the Edit Import screen to close the screen and ignore any selections/settings you made.
- Select Tools > Imports & Exports > Saved Imports. The Saved Imports screen displays and the first entry in the list is highlighted (selected) by default.
- Select the import you wish to edit by selecting (highlighting) its row.
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Select the Edit button. The Edit Import screen displays and contains the current information for the saved import. The Import Type field displays the type of the selected import.
NOTE: You cannot edit this field.
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Make any necessary changes to the File Type, Import Name, and Import Description fields.
NOTE: If you selected an Account Custom Information Import, you also have the ability to change the fields and their order.
- To overwrite any existing imported client information in the platform, select the checkbox associated with Overwrite if data already exists.
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When all desired changes are complete, select the Save Import button to saved the modified import to the Saved Imports List, where you can continue to manage it (Edit, Delete, or Run).
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Deleting a Saved Import
- Select Tools > Imports & Exports > Saved Imports. The Saved Imports screen displays.
- Select the import you wish to delete by selecting (highlighting) its row.
- Select the Delete button. A warning screen displays prompting you to verify that you wish to delete the selected import.
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Select the No button to close the screen and return to the Saved Imports screen.
OR
Select the Yes button to proceed with the deletion.
- If you selected the Yes button, a pop-up screen displays confirming the deletion. Select the OK button to close the screen and return to the Saved Imports List. The import no longer displays in the list.
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Running a Saved Import
- Select Tools > Imports & Exports > Saved Imports. The Saved Imports screen displays.
- Select the import you wish to run by selecting (highlighting) its row.
- Select the Run Import button. The Select Import Path screen displays. The Import Name field populates with the name of the selected saved import and cannot be edited.
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Select the Browse button to choose the file to import and then select the Continue button.
NOTE: You must use the Browse button and cannot enter the path manually.
- A pop-up screen displays informing you that the import request was received and is being processed. Select the OK button to close this screen.
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The import's Status is listed as In Process in the Import Status Tab and the system performs a validity check on the import file. If there are no errors, an acceptance message displays indicating
the import is being processed. An error message displays if the system cannot read the import file due to a general issue:
- File path does not exist.
- File name does not exist.
- File size is too large.
- File fails virus scan.
- File format cannot be read (extra columns included or file type does not match user input).
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Whenever you run the import, it is a best practice to view the Import Status (Tools > Imports & Exports > Import/Export Status > Import Status Tab) to verify there were no
errors or to correct any errors that occurred. REMEMBER: When you run an import, a notification is posted to the Message Center when the import is complete.
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NOTE: See the following related topics for additional information on importing:
749938.2.0
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