Loading an Allotment Template

You can upload an allotment template with multiple Master Allotments for agents.

The Load Allotment Template upload functionality requires a TAB delimited text file that contains the information for multiple master allotments.
  1. Navigate to the Report Menu screen. Click Main > Reports Menu.
  2. Expand Upload Data (UPLOAD_DATA_). You can do this by double-clicking Upload Data (UPLOAD_DATA_). Clicking the node icon () also expands or collapses the category.
  3. Select and double-click Load Allotment Template.
  4. In the Open window, browse for the allotment template file then click Open.


    In this example, the allotment template file is MN Test Allotment Upload.txt.
  5. Click OK to confirm.
The allotment template with master allotment data is loaded. A log file is displayed listing the number of allotment records loaded.