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Add an Upload Data Set

Use this upload setting to select the data set or sets you want include in the upload. For example, choose Account Information to upload individual account data for your clients.

To add multiple data sets to one upload, select the first data set and click Add. Repeat for as many data sets as you want to include in the upload.

For more information on available upload data sets, see Available Upload Data Sets.

For more information, see Understanding Bulk Data Uploads.