1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Reconciliation Compliance
  3. Working with Profiles
  4. Using Excel CSV Files for Profiles

Using Excel CSV Files for Profiles

Administrators and Power Users can configure profiles in Excel and then import them.

To import a profile:

  1. From Home, click Application, and then click Profiles.

  2. Export a profile list to create an import template that creates a spreadsheet with the column headings.

  3. Copy and paste the profile information into it.

  4. Import the file. See Importing Profiles.