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Add an Import File Configuration

Use the Import File Configuration tab to add an import file layout for a buyer or seller. Create a separate file configuration for each import file type (for example, new business and media requests). You can import new business using the Exchange program and then attach the accounts to the portfolio.

To add an import file configuration

  1. In the Navigation Explorer pane, click Buyers or Sellers.

  2. Double-click a buyer or seller name. The information appears in the Information pane.

  3. Click the Import File Configuration tab.

Import File Configuraiton tab

  1. In the toolbar, click Add.

  2. In the New File Configuration Name dialog box, type the name of the file configuration and then click OK. The system adds a tab for the new file configuration.

  3. In the Import Type section, click the type of import file layout to create.

  4. In the Identify Account section, click the method for identifying accounts.

  5. In the File Type section, do one of the following:

  • To define an Excel file layout, click Microsoft Excel.

  • To define a flat file layout, click Flat File Source and then do the steps to Define an Import File Layout.

  1. Do the steps to Modify an Import File Mapping. 

  2. In the Description box, type a description of the import file layout.

Related Topics

Import File Configuration