Back

Upload Manifest

Use this Post From FTP option to upload a list or manifest to identify and match files on your FTP based on criteria you set up.

With Upload Manifest, you use a CSV file to create one-to-one matches between file names and account numbers. The system can then read the CSV, find the file names, and match them to the designated account number and client.

For more information on matching files using an uploaded manifest, see Post From FTP: Upload Manifest.

For more information on using Post From FTP, see Post From FTP (Auto-Post) to Client Portals.