Manage Client Table > Batch upload records
For clients who use the
Manage Client Table
feature, you can set up business names and locations for CCH Axcess binders in Admin
, Enterprise
, then Manage Client Table
. This lets you upload binders through the API. This article explains how batch upload records. However, you can also add a single record.note
This feature isn't enabled for all clients. Contact your Sales representative for additional information.
- Go toFileRoom,Admin,Enterprise Features, thenManage Client Table.
- Select...Batch Upload. In the file upload window, select a file with an extension of.xlsor.xlsxthat contains your records.Follow these character limits for fields:
- PSProject Name - 256 characters
- BusinessUnitName - 30 characters
- OfficeName - 50 characters
- ReturnGroupName - 30 characters
- Return Configuration - 100
noteYou will receive an error message if you upload an invalid file format or if any data exceeds the character limits.
- Once you upload the records, you'll see a confirmation.
- The uploaded records will be displayed. ThePSProject IDfields will be automatically generated and displayed under thePSProject IDfor each record inserted usingBatch Upload.
