Importing Your Data

Overview

To import your data into eCredit:

• Familiarize yourself with the supported layout More

• Export your company data from your source system into a CSV file using Excel or a similar product.

• Review your data for accuracy, and label each column in the CSV file with the matching field name used in the Trade Layout.

• Import a small, sample file to test that your file is set up correctly

• Use the Data Import wizard to import your trade data.

You can send approximately 20,000 records. Click here to see the type of data you can send.

 After importing the data, you can view the status of the import and summary results when the import is completed.

Related topics

• Importing Your Data into eCredit

• Viewing Import Request Summaries