Importing Deals with Deal Copy Utility

For you to be able to import your deals from another firm, your user profile must be given this permission. See your firm administrator to have the "import" permission enabled. To import deals, complete the following steps:

 

  1. Click Tools in the top menu. The Financial Tools screen appears.
     

  2. Click Deal Copy Utility and the Import Deals screen appears.


     

  3. Click the Browse button and navigate to and select the file to import.
     

  4. Click the Load File button. A message appears stating that the user who imports the file owns the deal data and will be the agent on the deal.


     

  5. Click OK to the message.
     

  6. A pop-up dialog appears for you to enter your login credentials of your previous firm.
     

  7. Click OK  to start the import process. A status bar at the bottom of the screen displays the percentage of completion. If desired, you have the option of navigating away from the screen until the file creation process is complete.
     

  8. When the import process is complete, a confirmation message appears on the screen. If you had navigated away from the screen, you can view the message by selecting Tools > Deal Copy Utility.
     

  9. Click Done to return to the Tools screen.
     

  10. Once you have successfully completed the deal copy process from one firm to another, you will not be able to run the process again. This will prevent duplicates being copied over during a second process run. The Deal Copy Utility will not be available from the Tools screen.

 

 

 

Logging Out or Timing Out During Import Process

If for whatever reason you log out during the import process (or are timed out), Expert continues to process the file. When logging back in, you can view the status of the import by returning to the Import Deals screen (Tools > Deal Copy Utility).

 

 

Import Errors

If not all deals were successfully imported, the Import Status screen appears to indicate the number of deals not successfully imported. To have these remaining deals imported, please contact Expert client services.

 

However, if you consider the import process complete--regardless of the non-imported deals--then you can click the Proceed button. A pop-up message appears confirming that this will complete the deal import process. Click OK to the message.