This article covers the process of manually loading Garradin data files into Class.
Ensure the Fund is active
Navigate to Fund Level > Feeds > Feeds Console
- Holding Reference is Active
- Display Name is entered
- Product has been selected, if not automatically assigned
- Account Number has been entered correctly
- Manually Imported is selected
- Relevant Holding Accounts are all ticked
How can I download the file?
For details on how to download an EPI 4.0, XML data file from Garradin for loading into Class, please contact their support directly to be assisted through the process firstname.lastname@example.org.
Load the Data