Import Service Providers - User Guide

Created by Martina Farneva, Modified on Mon, 18 Mar 2024 at 02:12 PM by Martina Farneva

How to Complete the Service Provider Import Sheet:

  • To complete the Service Provider Import Sheet, double click on the Excel spreadsheet sent to you by your migration specialist.
  • Fill in the columns, any columns that do not pertain to you leave them blank. Do Not DELETE any column from the import sheet.
  • Once you have completed the Import Sheet and have been given access, you will now be able to upload the Service Provider Import Sheet.

How to Upload The Service Provider Import Sheet:

Navigation: Portfolio> Service Providers> Options> Import Service Providers.

  • Hover over Portfolio, click on Service Providers.
  • Click on Options, and select Import Service Providers.
  • Click on Select File.
  • Click on the Service Provider Import Sheet, and select Open.
  • Click on Done.

                                            NB - Allow 10 to 15 minutes for all Service Providers to upload properly.

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