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