Customer Wizard

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Upload Single or Range of Records

 
Use the cursor to select your single or range of records to upload, making sure you have included the first line of each record to be uploaded.  The columns selected are NOT important.
 
The Wizard looks through the spreadsheet only between the top and bottom of the range you have indicated.
 
If you have selected a range and only included the first line of the last record to be uploaded, the Wizard will continue past the end of the selected range if necessary, to complete the last record.
 
Example:
Select the rows to be uploaded.
 
 
Click the ‘Upload’ icon and select ‘Upload Selected’ or ‘Background Upload Selected’ indicated by the cursor on the ribbon.
 
 
The ‘Background Upload Selected’ option will perform validation but will create a concurrent request to upload the records.  Every validated record is processed in this request.  To view the request, click on the ‘Concurrent Processing’ icon and select ‘View Concurrent Request’ from the product ribbon.  Once the request has ‘Completed’ click ‘Refresh Interface Status’ from the ribbon and the upload messages will return to the worksheet. 
 
 
Note - If this option is not available on your version of the Wizard then you will need to download the latest version and packages from our website.
 
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