Importing the Profile Data

To import the profile data in Account Reconciliation:

1. Click the Navigator icon , and then click Profiles.

2. Click Actions, and then select Import from the list.

3. In the Import Profiles popup window, do the following:

   1. Click Choose File. In the popup window, locate the CSV file you want to import, and click Open. Then, click Import.

   2. For File Type, choose Profiles.

   3. For Import Type, choose one of the following:

      • Replace

      • Replace All

   4. For Date Format, select a date format from the list.

   5. For File Delimiter, select a file delimiter from the list.

4. Click Import. When the import is finished, click OK.

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