Import Token Account Data

You can use the Token Account Data Loader to initialize (create) and delete organization token accounts, and add tokens to them. You must first populate a a commaor semicolonseparated values (CSV) formatted file with token account data. 

To import token account data, your user role must have unrestricted access to the Token Account Data Loader feature in System Roles (Manage Features > Payment Manager).

To import token account data

  1. Go to Manage Center > Learning > Token Account Data Loader. The Token Account Data Loader page opens and lists your previous token account CSV importsprevious token account CSV imports, if any.

    To see previous CSV imports from any user, select Anyone from the Uploaded By drop-down list.

  2. If required, download the CSV file template and enter the token account information in the relevant fields. 
  3. Click + Import CSV file.
  4. Click Choose File to select the CSV file to upload.
  5. Optionally, enter a description for the upload.
  6. If your CSV file was saved with a specific file encoding, the LMS can automatically detect it, otherwise you can select it from the Encoding list.
  7. Select the delimiter used to separate fields in your CSV file. This is a comma in the downloadable CSV file template. Alternatively, you can use semicolons in your own CSV files.
  8. Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
  9. Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
  10. To view the import log file or error report, go back to the Token Account Data Loader page.

Additional Information

Token Account Data Loader Field Reference

About the Token Account Data Loader

About Token Payments 

 

Why does the help differ from what I see on the screen?

 

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