- Import Status
- Export Status

Import Status

View a list of imports that were run either by you or by a member of your firm on a specified date and display detailed information about these imports.

- View Import Status
- Import Status Field Definitions
- Import Details
- Related Import Topics

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View Import Status

1. Select Tools > Imports & Exports > Import/Export Status.

2. Select Import Status. The status for the current day's imports display.

3. To view the imports for another day, use the Calendar to complete the Date.

   Import Status is available for the current date and up to 120 days prior.

4. If pagination occurs, select Previous and Next below the list to locate a specific import.

5. From the Filter By User dropdown, filter the contents of the tab based on your selection:

   the imports you performed
   the imports another member of your firm performed
   all imports performed by your firm

   Note: The menu is blank if there are no imports for you or for members of your firm for the selected date. If you executed an import on the selected day, the filter defaults to your name and only your imports appear.

6. To display the details of the imports, select an entry. In the event of an error with the import, you can use this information to help to resolve the issue.

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Import Status Field Definitions

• Select a column heading in blue to sort the list in ascending or descending order according to that criterion. A caret in the selected column heading indicates the sorting method. The default sort is in ascending order by Import Name.
• Drag-and-drop a column header to reposition the columns in the list. This setting is not persistent, meaning it is not saved when you close Import/Export Status or when you log out of the platform and then log back in.
• Hover over a cell to display the complete content of a cell where the full content does not display due to the column width.

Field	Definition
User Note: Sort the list in ascending or descending order by this column.	The import requestor's name.
Import Name Note: Sort the list in ascending or descending order by this column.	The user-defined name of the import, if available. Default primary sort criterion for the list.
Import Type Note: Sort the list in ascending or descending order by this column.	The type of import: Clients Groups Account Custom Information Order Advent MOXY TPA Order Trade Restrictions
Status Note: Sort the list in ascending or descending order by this column.	The status of the import: In process, Successful, Completed with errors, and Failed.
Records Successful	The number of records that were imported successfully into the platform. Note: 0 in this field indicates the entire import failed. A dash (--) displays in this field if the import's Status is In process.
Records with Errors	The number of records that failed to be imported, along with a red exclamation point icon, if the number is other than 0. This number is a link that, when selected, displays a Records with Errors screen that provides the following details concerning the import errors: Date/Time, Record Identifier, and Error Description. Note: 0 in this field indicates there were no errors with the import.
Domain	The domain of the import requestor.

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Import Details

Field	Definition
Import Name	The user-defined name of the import, if available.
Files Imported From	The path to the source of the import records.
File Name	The user-defined name of the source file for the import.
Request Received	The date and time that the import request was initiated by the user. Note: Format is MM-DD-YYYY HH:MM:SS AM or PM ET.
Request Completed	The date and time that the import request was completed by the platform. Note: Format is MM-DD-YYYY HH:MM:SS AM or PM ET.
Records Successful	The number of records that were imported successfully into the platform. Note: 0 indicates the entire import failed. A dash (--) displays if the import's Status is In process.
Records with Errors	The number of records that failed to be imported, along with a red exclamation point icon (if the number is other than 0). This number is a link that, when selected, displays a Records with Errors screen that provides the following details concerning the import errors: Date/Time, Record Identifier, and Error Description. Note: 0 indicates there were no errors with the import.

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Related Import Topics

See the following related topics for additional information on importing:

• Saved Imports

Export Status

View a list of exports that were run or scheduled either by you or by a member of your firm on a specified date and to display detailed information about these exports.

Note: See Export Error Messages for a list of the export error messages that display below the table in Export Status.

- Export Status Overview
- View Export Status
- Export Status Field Definitions
- Export Details
- Related Export Topics

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View Export Status

Exported files are available for download via the Export Status Tab for 120 days.

1. Select Tools > Imports & Exports > Import/Export Status.

2. The current day's exports display by default. To view the exports for another day, use the Calendar to complete the Date field.

3. If pagination occurs, select Previous and Next below the list to locate a specific export.

4. From the Filter By User dropdown, filter the contents of the tab based on your selection:

   the exports you ran
   the exports another member of your firm ran
   all exports run by your firm

   Note: The menu is blank if no exports were executed for you or for members of your firm for the selected date. If you executed an export on the selected day, the filter defaults to your name and only your exports appear.

5. To display details of the export below the list, select an entry.

6. To save the file to your system to incorporate its contents in your portfolio management system or contact management system, select Download File in the Action column of an export.

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Export Status Field Definitions

• Select a column heading in blue to sort the list in ascending or descending order according to that criterion. A caret in the selected column heading indicates the sorting method. The default sort is in ascending order by Export Name.
• Drag-and-drop a column header to reposition the columns in the list. This setting is not persistent, meaning it is not saved when you close Import/Export Status or when you log out of the platform and then log back in.
• Hover over a cell to display the complete content of a cell where the full content does not display due to the column width.

Field	Definition
Status Note: Sort the list in ascending or descending order by this column.	The status of the export: Pending In Process Successful Failed
User Note: Sort the list in ascending or descending order by this column.	The export requestor's name.
Export Format Note: Sort the list in ascending or descending order by this column.	The type of export Clients Groups Account Custom Information Orders Statements Confirms Standard Format A Standard Format B Custom
Export Name Note: Sort the list in ascending or descending order by this column.	The user-defined name of the export, if available. Default primary sort criterion for the list.
File Type Note: Sort the list in ascending or descending order by this column.	The type of export file: Account Custom Information Clients Groups Accounts Balances Bulk Confirms Bulk Statement Name & Address Orders Positions Positions & Balances Prices Securities Transaction History
Scheduled Note: Sort the list in ascending or descending order by this column.	Indicates whether the export was run manually (Unscheduled) or Scheduled. Exports run using the Run Now button are categorized as Unscheduled, since you run the export manually.
Time	A timestamp reflecting when the export ran. Format is HH:MM:SS AM or PM ET. Displays for both successful and failed exports.
Action	A Download File link for exports that are available to download.
Domain	The domain of the export requestor.

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Export Details

• Run Export displays if there is an error or a warning associated with the export highlighted in Export Status. Select this to re-run a failed export directly from Export Status. If you select Run Export, a confirmation displays prompting you to confirm the re-run of the export since it will export all the file types associated with it. Select OK to proceed with the re-run or select Cancel to close without re-running the export.
• Exports run using Run Export are categorized as Unscheduled, since you run the export manually.

Field	Definition
Name	The user-defined name of the export, if available.
File Creation	The manner in which the export was created; options are Create Files On Demand and Create Files Automatically.
Scheduled Day(s)	For Create Files Automatically only The days of the week that the export runs.
File Name	The user-defined file name of the exported file.
Export Created	The date/timestamp of when the file was prepared.

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Related Export Topics

See the following related topics for additional information on exporting:

• Export Error Messages
• Saved Exports

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