Transaction Upload: Mapping
Steps 2 & 3

Click the Map File Columns link.
A pop up window will appear listing csv column names that must be mapped to Tracker column names. Make the necessary mappings.
Click the Submit button.
Click the Map File Contents link.
A pop up window will appear listing content that Tracker is not familiar with. Example: a Custodian Name that is in the csv file but not in Tracker Settings. Select from the dropdown the mapping of choice.
Example: a Broker/Dealer that is in the csv file but not in Tracker Settings. Select from the dropdown the mapping of choice.
Click the OK button.