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Data File Templates

RIA Productivity Suite uses three data files to manage information in bulk. You can read about how to fill out each file here.

Warning

Warning: You must upload files in the following order:

  1. REP

  2. ACL

  3. CLT

Rep File (.REP)

This data file adds information about individual reps.

This file builds the relationships between Rep #, OSJ Office, Sales Branch, and Region.

User Access File (.ACL)

The ACL file provides the mechanism to add/disable users into the system.

Client File (.CLT)

The Client file load is a mechanism to deliver a one-time load or an ongoing update of client information.

Each line item is equivalent to an account/subfolder for a client.

Upload Sizes and Time Restriction

All .CLT files 1MB or less will be processed immediately. Additionally, any other file type that is less than 10MB will also be processed without a time restriction.

Tip

Important: If the file size doesn’t meet the requirements above, the file will be placed into a queue and automatically uploaded after normal working hours. For most sites, normal working hours are 3:00 AM to 3:00 PM PT.

Uploading Data Files

Warning

Warning: Failure to follow these steps carefully will guarantee a failed upload.

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