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Mass Quarterly Data Import

The quarterly data can be imported using the mass quarterly data import tool. The import can be used to update a single program or multiple programs. The quarterly performance data can also be entered manually, please see How to update quarterly performance for more information.

Importing performance using mass quarterly data import

1. Go to Company profile / Mass imports / Mass Quarterly Data Import

2. Choose a file. See Creating import files for more information about files.

3. If you would like the import to create new programs, tick the “Create new programs for unallocated codes” checkbox.

4. Upload the file by clicking on save button.

Previous Mass Portfolio Composition Import
Next Most common mistakes when importing data.

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