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Use the reference table below to help you correctly format the token account data CSV file you want to import via the Token Account Data Loader.
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, go to Manage Center > Learning > Token Account Data Loader.
Table: Token Account Data Loader field reference
| Field | Content | Data Handling | Default |
| Action | Must be I (Initialize), A (Add) or D (Delete). Case insensitive. | None | |
| Level1Desc |
Organization hierarchy level 1 description. This is the organization name of the top-level organization you want to create or delete a token account for, or add tokens to. |
Any text. Can include spaces. Must not include the field delimiter or quotation marks. Maximum field length: 85. |
None |
| Level2Desc |
Organization hierarchy level 2 description. This is the organization name of the second-level organization you want to create or delete a token account for, or add tokens to. To target this organization, you must enter all organization levels in the hierarchy, starting at level 1 and ending at this level. |
Any text. Can include spaces. Must not include the field delimiter or quotation marks. Maximum field length: 85. |
None |
| Level3Desc |
Organization hierarchy level 3 description. This is the organization name of the third-level organization you want to create or delete a token account for, or add tokens to. To target this organization, you must enter all organization levels in the hierarchy, starting at level 1 and ending at this level. |
Any text. Can include spaces. Must not include the field delimiter or quotation marks. Maximum field length: 85. |
None |
| Level4Desc |
Organization hierarchy level 4 description. This is the organization name of the fourth-level organization you want to create or delete a token account for, or add tokens to. To target this organization, you must enter all organization levels in the hierarchy, starting at level 1 and ending at this level. |
Any text. Can include spaces. Must not include the field delimiter or quotation marks. Maximum field length: 85. |
None |
| Level5Desc |
Organization hierarchy level 5 description. This is the organization name of the fifth-level organization you want to create or delete a token account for, or add tokens to. To target this organization, you must enter all organization levels in the hierarchy, starting at level 1 and ending at this level. |
Any text. Can include spaces. Must not include the field delimiter or quotation marks. Maximum field length: 85. |
None |
| UserId |
LMS User ID. You can enter this to derive the user's organization to add tokens to. |
A Unique ID That Conforms to the LMS ID constraints. Maximum field length: 85. |
None |
| TokenAccountName | The name of the token account to create, delete or add tokens to. |
Any text. Can include spaces. Must not include the field delimiter or quotation marks. Maximum field length: 200. |
None |
| TokenValue | The token value to add to the token account. | Positive number. | None |
| ExpiryDate | Optional expiry date for the token value. |
The following date formats are supported:
Leave blank or enter NONE for no expiry date. For dd-mm-yy and dd-mmm-yy formats, where the year component may be ambiguous, the date is assumed to be in the past unless it results in a date that is over 80 years ago, in which case it will be assumed to be a date in the future. |
None |
| ExpiryTimezone | Time zone code. | One or more characters that denote a time zone code (for example, EST for Eastern Standard Time in North America). | None |
Additional Information
