Click on Images to Expand Them
This section provides instructions on reassigning reps to different clients in bulk.
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Navigate to one of the Change rep domains. |
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 Image AddedChange Rep Domains |
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Select the rep code, or rep codes you would like to edit. | Warning |
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Are you missing required report columns? Process Level (Client or Account) Client Last Name Client SSN Account (Only Applicable when running by Account Level) Current Rep Rep Code To Process (New Rep Code to Add or Replace, Same to Remove) 0rocess Type (Add, Remove, or Replace)
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 Image Added Image AddedRep Code Domain Page |
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 Image AddedSelect Rep Codes to Edit |
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Click the Export menu and select (XLS)-Current Fields from the drop-down list. |
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(XLS) All Fields: If you select (XLS)-All Fields, you MUST remove rows that you DO NOT want to process. |
 Image ModifiedOpen the spreadsheet in Excel and update the remaining rows with any changes. Add any new line items. In the Process Type column, enter either “Add,” “Remove,” or “Replace.” Add- This process type tells the system to add the information in the row as a new entry. Remove-This process type tells the system to remove the information in the row. Replace-This process tells the system to replace the existing information with an update.
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 Image AddedExport Fields Button |
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Save the file as a .CSV, NOT as an .XLS file and close Excel. |
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 Image AddedSaving the file as a .CSV |
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Change the file extension from .CSV to .RCG. | Tip |
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Changing File ExtensionsWindows UsersLaunch File Explorer. Click the View tab at the top of the window. Make sure File name extensions is checked on. Locate your file. Right-click and select to Rename. Change .CSV to .RCG. Hit the Enter key to save your changes.
Mac UsersLaunch Finder. Locate your file. Click on the file name twice (slower than a double-click) Change .CSV to .RCG. An alert will appear. Click Use .RCG to confirm the change.
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 Image AddedChanging the File Extension |
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Click on New. Select Upload File from the dropdown list. Click on Add File(s). Select the file you want to upload. Click Start Upload. Rep reassignments will be processed. SSN/TIN: If the SSN/TIN does not match what is already in the system, then the requested changes will be ignored. |
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 Image AddedUploading Files |
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Navigate to the load report to check that all changes were successful. Administration> Reports> Load Report Definitions: ColumnsProcess: # of items to be processed from the load
Errors: # of errors (Did not process)
Warnings: # of warnings (Processed with caution(s))
Inserted: # of records added
Updated: # of records replaced
Deleted: # of records removed
Execute: Time to process the request
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 Image AddedLoad Report |
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