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Excel Import Files (Searching & Handling Results)

Each time a company file is imported we will create an Advanced Search > Saved Search under your login so you can easily pull up the company list:



You can also access your Saved Searches by clicking the arrow to the left of the quick search bar at the top of your screen: 



Then click the arrow to the right of the quick search bar to go through the selected company list: 



If the import was not done under your login, you can request that whomever has the Saved Search copy it to you by going to Advanced Search, clicking the menu icon, and selecting 'Save/Manage Searches':


On the pop-up window, choose 'Manage Existing', click the menu icon next to the search they wish to copy, and select 'Copy to Other Users':



If you would like to see an overview of everything that occurred in your import process, you can click on Reporting > Events and filter for the user who submitted the import file for the date that the import occurred. 

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