CSV Reconciliation Tool
The CSV Reconciliation Tool is used to process conversion price or disposition updates. While it is possible to update individual conversions in the system from the Conversion Card or update multiple conversions at once by selecting a date range in the Mass Adjustment Wizard, this tool allows for a group of handpicked conversions to be updated by importing a CSV file.
This article covers:
- Using the CSV Reconciliation Tool to update specific conversions
Please note this feature must be turned on in your instance, so if you do not see this feature, you will need to reach out to your CAKE account manager.