ata

Once you have downloaded Group Data as described in "Get Group Data" it is possible to edit and re-upload the edited data for use in Ellserve. For the purpose of demonstrating this we will look at the example of Contract sites.

In this example we start by uploading the data shown in Figure 1.

Figure 1 - Uploaded Data

Once uploaded, this data will cause the "Contract Site" tab to appear in the "All Accounts" section as in Figure 2 below. Note that the names of the Contract Sites in the tab match those in the uploaded data.

Figure 2 - Contract sites visible in All Accounts