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Transactions homepage
Importing transactions
Validation of data
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Downloading the template
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Approve Collaborator imports
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Importing transactions

New imports of data can be started by clicking the 'Import transactions' button. This can be accessed one of two ways, shown below.

Import_transactions.gif

N.B. If you are listed as a collaborator for more than one trading partner in a Trading Programs tenant, you will also have to select who you are importing on behalf of.

Within the import transactions area, you will have the ability to:

  1. Download a template CSV file.
  2. Upload a CSV file containing the transactional data.
  3. View a summary of the data within the uploaded file.
  4. Confirm the import of the transactional data file.

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