Access control imports
For all import types except for new users (see Group and new user import), use an Excel worksheet.
- Enter each field's data into separate columns (Field Number 1 in Column A, Field Number 2 in Column B, Field Number 3 in Column C, and so on). Once you've entered all the data, save the file as a .csv (comma-separated values) file. If you have numeric account numbers that start with a leading zero, format these numbers as text by adding a leading apostrophe.
- For all imports except the Locator – Group Assignment, use placeholders after the first row for Group Name and Group Location. On the first row, fill in Group Name in Column A and Group Location in Column B. For subsequent rows, leave Columns A and B blank unless you need to specify a different Group Name or Group Location.
- For Locator – Group Assignment imports, make sure each row or record in the import file contains all five specified fields in the required data format.
Import process
- From the Access Control Imports page, from theImport typedrop-down, select the appropriate option.
- Select Files.
- Specify the location on your computer or network where the Excel .csv import file for new groups is located.
- Select the location where the .csv import file is located. Only files with the filename extension “.csv”, which typically designates a comma-delimited file, are allowed for Access Control Import.
- SelectOpenon theBrowse for Folderdialog. The file in the selected folder with a filename extension of “.csv” appears in the fileUploaddialog.
- To start the import of the selected file, selectUpload. To cancel the import, selectClear List.
- When the import is complete, the New Group Import results appear, and the data from the import file and the import status of each record appear.
- SelectContinueto end the import process and return to the Access Control Imports screen.
Field # | Contents | Explanation |
|---|---|---|
1 | Group name | Group name, alphanumeric and spaces, maximum 20 characters |
2 | Group location | Group Location, alphanumeric and spaces, maximum 20 characters |
3 | Account | 4-character alphanumeric code assigned by Thomson Reuters |
4 | Access Type | Three valid values: Full, Limited, or Preparer |
