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Data File Templates
There are five data file templates (each with unique extensions) you can use to accomplish populating data in the Docupace system. The fields used by each data file template are explained in more detail later on in this guide.
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Attention: The Rep file should be the first file that you upload. |
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RIA Productivity Suite uses three data files to manage information in bulk. You can read about how to fill out each file here.
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Warning: You must upload files in the following order:
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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
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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.
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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
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Warning: Failure to follow these steps carefully will guarantee a failed upload. |
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