Access Control Import: Import Group Accounts

Log on as the Administrator.
Select Admin > Access Control Imports.
Highlight the Import Group Accounts option, and click the Select Files button.
Specify the location on your workstation or network in which the Excel .csv import file for new groups resides.
Select the correct location where the .csv import file resides. Only files with the filename extension “.csv”, which typically designates a comma-delimited file, are allowed for Access Control Import.
When the correct file and location are selected, click the Open button on the Browse for Folder dialog. The Browse for Folder dialog is immediately closed, and the file in the selected folder with a filename extension of “.csv” appears in the file Upload dialog.
To start the import of the selected file, click the Upload button. To cancel the import, click the Clear List button.
The data from the selected file is imported into Access Control in a single operation which does not require your intervention. When the import is complete, the Group Accounts Import results appear, and the data from the import file and the import status of each record appear.
Click the Continue button to end the import process and return to the Access Control Imports screen.

Import Group Accounts Data Format

The following table shows the data fields for the group accounts import file. Each data field must be followed by a comma except the last data field in the record (row). Each record must be followed by a carriage return.

Field #	Contents	Explanation
1	Group name	Group name, alphanumeric and spaces, maximum 20 characters
2	Group Location	Group Location, alphanumeric and spaces, maximum 20 characters
3	Account	4-character alphanumeric code assigned by Thomson Reuters
4	Access Type	Three valid values: Full, Limited, or Preparer. See Using Limited and Preparer Access for more information.

Import Group Account Data Examples

Following is an example of a record containing one account assignment to a group; data fields are explained in the preceding table:

Dallas_Admin,Dallas,B160,Full

Following is an example of records containing multiple account assignment to the same group; data fields are explained in the preceding table:

LA_Staff,Los Angeles,B202,Full

LA_Staff,Los Angeles,B160,Limited

LA_Staff,Los Angeles,B216,Preparer

RS Resources/exp_imports_4.htm/TY2021

Last Modified: 06/30/2020

Last System Build: 09/25/2022