Base Value Segment Import

Navigate: ClosedAsmt Admin > Reports & Extracts > Data Interfaces > Base Value Segment Import

Description

Use this screen to import Base Value Segments. Imported files must be in .csv format.

Once the file is uploaded, you can import it to submit it for processing.

Steps

  1. On the BVS Allocation screen, click Upload File.
  2. Locate .csv file you want to upload and click Open.
  3. In the Import Data Preview panel, review the information to be imported.
  4. Click Import in the Command Item bar.

  5. Once imported, you can view the values.

Viewing Values

  1. Click Reset to clear the uploaded file to upload a different one.

  2. Click Close to end the task.