To bulk upload transaction data:

  1. Click Ownership > Transactions in the left menu. 
  2. Click  . The Bulk Upload screen is displayed.
  3. Select the details you want to include by clicking the field, and enabling the relevant fields.

 

 

  1. Click Download Template (at the bottom of the screen) to make a copy of it. You can click Download Template with Data to save a copy of the template with sample data.
  2. Add data/ make changes to the data to the template and save it.
  3. Click Upload File. 
  4. If there are any errors in the upload, click Download Error Spreadsheet and make changes to the spreadsheet. 

 

 

  1. Click Next.
  2. Click Choose File to upload Supporting Documents. Navigate to the file location, select the file, and click Open.
  3. Click Save to complete the bulk upload process.