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Excel File Import for UPI

This course will assist users in organizing and importing security data using the provided Excel 3-tab workbook template.

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Curriculum

  • Source System Inquiry
  • Introduction to Excel File Import for UPI
  • Download Templates
  • Excel File Import for UPI Walkthrough
  • User Guide: UPI Import
  • Course Survey
  • Still Have Questions?

Curriculum

  • Source System Inquiry
  • Introduction to Excel File Import for UPI
  • Download Templates
  • Excel File Import for UPI Walkthrough
  • User Guide: UPI Import
  • Course Survey
  • Still Have Questions?