Access the Site

Your Compliance Customer Success Manager will provide you with the URL and login information for the Customer Service Site.

After you log in, the Main Menu page displays. Click Setup Data Exchange.

The Add/Edit Import/Export page opens with a list of previous imports for your organization.

You can delete imports in the list, or edit them to re-import the data. The edit option is useful if you imported data to your review site and you are ready to import the same data to your production site.

Click Add Immediate Import/Export to start a new import.

Before importing data, see About the Import Files.

Note: You only have access to imports for your own organization, therefore, you cannot select a different organization in the drop down.