IFT Access SM : Upload Template and CSV Upload

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1 IFT Access SM : Upload Template and CSV Upload This guide will show you how to create a CSV file for BIN and REP transactions using the IFT Access SM Upload Template. It will then show you how to upload the CSV file to IFT Access and submit to the carrier. To download the IFT Access SM Upload Template, click here*. *If you don t know the Participants Section user name and password, please contact your relationship manager.

2 The Template Fields with an asterisk (*) are required. Any lines that do not have all required fields filled out will be accepted initially, but rejected on the IFT Activity report. The three rows that are shaded green should be deleted. If they are not deleted, they will be not be accepted for validation. This also goes for any rows that do not start with BIN or REP, as well as blank rows between occupied rows. 1. The tabs on the bottom display different sheets. The Contents tab is the table of contents. The Instructions tab lists further information. The Blank Template tab is where you fill out the transactions. The Sample tab shows you what a completed spreadsheet should look like. The Field Info tab includes detailed information on the fields. The REP Rules tab demonstrates the structure of records the system requires for the REP transaction. The CSV Notes tab has more information on what a CSV file is. 1 2 IFT Access SM : Upload Template and CSV Upload

3 Filling out the template 1 2 Click the Blank Template tab to get to the template. 1. Enter the BIN transactions. 2. Enter the REP transactions. 3. Here is an example of how the spreadsheet should look when you are ready to save. Note: There can be a maximum of 10,000 rows per file for DTCC system processing. If more are needed, another file should be created. 3 IFT Access SM : Upload Template and CSV Upload 3

4 Saving the Template as CSV 1. On the Save As window, for Save as type, select the option CSV (Comma delimited) (*.csv). Note: Remember to save the file with a name that will make it easy to determine what information is inside. Also, save it in a folder that is easy to locate. This will make it easier to upload the file. 2. Click Save. Note: Only the tab you are currently on will be saved. When you save the CSV file, two windows will appear asking you to confirm saving only the active sheet and to keep the format. After you confirm both, your file is saved and ready for upload IFT Access SM : Upload Template and CSV Upload

5 Uploading the CSV Now that you have created the CSV file, log on to IFT Access SM. 1. Select Upload as the transaction type. 2. Click the Submit button to continue to the Choose Carrier page. 1 2 IFT Access SM : Upload Template and CSV Upload 5

6 Uploading the CSV (continued) 3. Select the carrier that you wish to upload the CSV file to. 4. Click the Validate and Continue button to continue to the Upload page IFT Access SM : Upload Template and CSV Upload

7 Uploading the CSV (continued) 5. Click the Browse button to select the file you wish to upload. 6. Click the Validate and Continue button to upload the file and continue to the Transaction Summary page. Note: If you did not select a CSV file, you will receive an error message. 5 6 IFT Access SM : Upload Template and CSV Upload 7

8 Uploading the CSV (continued) 7. This is the Transaction Reference Number. This number is used to identify transactions on the IFT Activity report. If you had a question about a transaction for DTCC, this ID would be needed. 8. This area displays the total number of records received, how many records were were accepted, and how many were not accepted. Only accepted records will be sent for validation before being sent to the carrier. Note: Only records that pass validation will be sent to the carrier. 9. If you would like to save a copy of the transaction, click the printer icon next to the Transaction Reference Number. A window will pop-up with a printable version of the transaction. Click the printer icon on the upper-left corner to print. 10. Click the Validate and Continue button to go back to the Identification page IFT Access SM : Upload Template and CSV Upload

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