Navigate to one of the Change rep domains.

Change Rep Domains

Select the rep code, or rep codes you would like to edit.

Are you missing required report columns?

Rep Code Domain Page

Select Rep Codes to Edit

Click the Export menu and select (XLS)-Current Fields from the drop-down list.

(XLS) All Fields: If you select (XLS)-All Fields, you MUST remove rows that you DO NOT want to process.

Open 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.

Export Fields Button

Save the file as a .CSV, NOT as an .XLS file and close Excel.

Saving the file as a .CSV

Change the file extension from .CSV to .RCG.

Changing File Extensions

Windows Users

Mac Users

Changing the File Extension

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.

note

SSN/TIN: If the SSN/TIN does not match what is already in the system, then the requested changes will be ignored.

SSN/TIN: If the SSN/TIN does not match what is already in the system, then the requested changes will be ignored.

Uploading Files

Navigate to the load report to check that all changes were successful.

Administration> Reports> Load Report

Process:	# of items to be processed from the load	Load Report
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

Reassigning Reps to Different Clients in Bulk