How To Reimport Lead Schedule
Introduction
After importing the lead schedule, if there's any information that was added after the import process in the accounting software, this option will help to get that information updated here as well. Follow the steps given below to Reimport Lead Schedule.
How to Reimport Lead Schedule
Step 1:- Login to the portal using your credentials go to the Fund Dashboard of the job you want to re-import the lead schedule.
Step 2:- Now click on Re-import Lead Schedule.
Step 3: You will now have two options, one will be to Overwrite existing data and the other will be to Delete existing data. You can choose to remap manually all the uploaded documents if required. Select whichever suits you the best and then click on Reimport.
Note:- If you choose to Re-write the existing data, the current data will be replaced with the new data and the rest will stay the same.
If you choose to delete the existing data, the current data will be replaced and
Step 4:- Now click on Yes from the appearing pop-up.
Step 5:- The Reimport process will start and you will be able to view the progress on your screen.
Step 6: Once basic details are reimported, the Close button will be enabled which was disabled earlier. Click on it to close the re-import slider and view the information that is available and has been successfully imported.
Step 7: The rest of the details will be visible in the skeleton view. You can click on the Reimporting Data icon to view the re-import progress.
Note:- Reimport process for the funds that have been imported from any of the accounting software will be automatic and if the fund has been added manually, after clicking on the reimport button you will have to Import all the documents again manually.
That's it, your reimport process is completed.
How to view Reimport Status Report
Step 1: Log in to your account and head over to the respective Fund Dashboard.
Step 2: Now click on the Reimport Status Report icon next to the Re-import Lead Schedule button.
Step 3: Latest changes that were made in the fund when it was last reimported will be displayed here.
Note: Icon alongside the line items and buckets certain type of changes as given below:
- U- Updated Financials
- N- New Financials
- D- Deleted Financials
For further information or assistance, please contact support@cloudoffis.com.au
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