Users, config & integrations

Import & Portfolio Reassignment

IMP-01 / REAS-01

CSV/Excel upload for Phase 1 data loading and EDO portfolio reassignment (M-18).

Upload File
Supported: CSV, XLSX — maps to module via import template

Drag & drop file here, or click to browse

Max 10 MB · UTF-8 CSV or Excel 2016+

Import History
Batch IDFileModuleUploaded ByDateRowsSuccess / FailedStatus
IMP-2026-001Sales_Report_July_2026.xlsxM-05 ActivationsSales Ops Admin01-Aug-2026 09:15569569Completed
IMP-2026-002Pipeline_Current.xlsxM-07 PipelineSales Ops Admin02-Aug-2026 11:30142138 / 4Completed
IMP-2026-003Team_Details_6Aug26.xlsxM-02 UsersSuper Admin06-Aug-2026 08:001212Completed
IMP-2026-004Recovery_CRRU_Export.csvM-09 RecoverySales Ops Admin06-Aug-2026 14:228900Processing