Risk Administration

Risk Administration

Uploading a product margin file

As a Company Administrator, you can click Data Uploads in the left navigation pane to upload a product margin file in the CSV format.

To upload a product margin file:

  1. Click Company Settings | Data Uploads in left navigation pane.
  2. Click + New Upload.
  3. In the Upload File dialog box, select a Product Margin as the file type and CSV as the file format.
  4. Click Choose file to browse to and select a file.

  5. Optionally, check Continue on Error.

    When this option is checked (enabled), Setup stops uploading data once it logs 20 errors. When it is unchecked, Setup stops logging errors after 20 errors, but continues to upload data. This option is unchecked (disabled) by default.

  6. Click Upload.

    A record of the uploaded file and its status appears in the grid. Click the checkbox next to the record to review the Output section, which displays how many rows of the file are processed. Any errors that occur during the upload will appear in an Error section on this page.