Objective: Experience the steps required to prepare and upload a list of “Other Names” into FastFund.
1. Navigate: Go to Utilities > Data Imports > Names Import.
2. Get Template: Click the link for Other names. Save the OtherNames.csv file to your desktop.
3. Prepare File:
◦ Open the file in Excel.
◦ In the “Name” column, type “Office Depot Test”.
◦ In the “First Name” column, type “Manager”.
◦ In the “Primary City” column, type “Your City”.
◦ Save and close the file (keep it in CSV format).
4. Upload:
◦ Back in FastFund, select Other from the Names dropdown.
◦ Click Browse, find your file, and click Open.
◦ Click Import.
5. Verify: A summary window should appear stating “Total Names: 1, Valid: 1”. Click Cancel (unless you actually want to add this dummy record to your live database).