Personal Account
What is it?
Personal Account Data Import is an application for uploading information from Excel files into the "Personal Account" module.
It allows you to quickly upload and update data that will be displayed in the application.
To start the import, select the start and end dates for the period and upload a completed Excel file.
If data for the selected period has already been uploaded, the system will warn you that existing data will be replaced.
Ensure that the period specified in the application matches the period in the Excel file.
You can download a sample Excel file directly from the application by clicking the "Download Template" button. Fill in your file following the template example.
Once the file passes the validation check, the data upload will begin. After completion, you can either return to the portal or start a new import , or view the import results in the "Import Log" module.