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How do I upload a custom import?

  1. Log on to the client portal.
  2. Go to the “File Utilities” tab.
  3. Then the “Custom Imports” drop-down.
  4. Select file to upload, Excel or fixed-width text file.
  5. If file contains header or footer, check off the relevant box(es).
  6. Click upload button.
  7. If the file is incorrect, the system will display any errors. These must be corrected before uploading again (refer to Format Error section).
  8. When the file is correctly uploaded, an e-mail confirmation is automatically sent to the user.
Updated on December 9, 2022