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How to Import Transactions

In this video we will teach you how to import transactions into Table 1 and 2 for any Section 16 form.  

First open the form, and then click on Table 1 or 2, then click “import transactions”.  From there, you can download the sample CSV file and ensure your data is in the same format as found in the CSV.

Once ready to import, simply click Choose File and Upload.

Once uploaded, the row data will appear.

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