Importing Offering Rates

You can import offering rates from a .csv file on the Offering Rates reconciliation page.

1. Select Update > Reconciliation Summary from the menu.
   The Reconciliation Summary page opens.
2. Select Review in the Offering Rates section.
3. Select Import Offering Rates.
   The Import Offering Rates page opens.
4. Select a Time Frame.
5. Select Upload CSV.
6. Find and select the .csv file to upload.
7. Select Open.
8. Enter a column position for Organization ID.
9. Enter a column position for Account Name.
10. Enter a column position for Offering Rate Value.
11. Select Save to import the file and return to the Offering Rates page.