Uploading a Trade or Asset File

You may be able to upload specific trade or asset files, so that those files can be processed into SalesConnect transaction and asset tables and, if appropriate, included in representations of trade and asset data within SalesConnect and its reports. Only CSV files of the specific types which your company has contracted with to have handled through SalesConnect may be uploaded. Once trade or asset files have been uploaded, you will be able to review results for them in Trade/Asset Reports available in a public folder within SalesConnect.

  1. Using the Data Operations personaClosedA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Upload Trade/Asset Files from the Data Management menu. Or select in the universal menu, and then select Upload Trade/Asset Files under Feeds.

  2. In the Upload Trade/Asset File section:

    1. Select the type of file you want to upload in the Trade/Asset File Type field.
    2. Use the Trade/Asset File field to select a .CSV file to upload: You can drag and drop a file into the field, or use Select a File to browse for and choose the file you want. When you have finished, the file name should be displayed in the field; you can select X if you need to remove that file.
  3. Select Submit Request. A message confirms your request, and indicates that once the file upload is successful, you'll be able to check the Trade/Asset Report to view detailed results. See Using Generated Reports for more information about retrieving reports in SalesConnect.