Introduction

This article covers the process of manually loading Garradin data files into Class.

Prerequisites

Ensure the Fund is active

Navigate to Fund Level > Feeds > Feeds Console 

Ensure the:

• 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 helpdesk@bravurasolutions.com.

Load the Data

This file can either be loaded at a Business or Brand level using the Load Data File page.