Import Product Matches

Use this procedure to import product matches.

Procedure

  1. Access the Import Product Matches page.
    • Select Go To > Contract Maintenance > Product Maintenance. The Product Maintenance page opens.
    • Select a product from the Product list. The product information appears in the edit fields.
    • Click Import Product Matches. The Import Product Matches page opens.
  2. Select an Import Type in the drop-down list, and then click Select File. The Uploader dialog box opens. 
  3. Click Browse to select a file.
  4. Click Select. The file is imported, and a file preview appears.
  5. Click the Product Name link to return to the Product Maintenance page.

This page accepts dates in both the standard date format (mm/dd/yyyy) and the FinThrive date format (yyyymmdd).

  1. Optionally, you can perform the following tasks while on this page:
    • Click Clear to remove all data from the fields.
    • Click Product Maintenance to add, edit, view, and delete the products and product matches. For more information, refer to Maintain Products and Product Matches.