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Import files via the Portfolio Manager Server

To use Portfolio Manager Server for the import, follow these steps:

  1. Click the drop-down arrow to open the menu of the "Import" button.
  2. In the menu, select IMPORT VIA SERVER...
  3. In the following "Import..." dialogue window, select the file to be imported and then click the "Open" button.
    The job is run via Portfolio Manager Server.

Alternatively, you find the IMPORT VIA SERVER... command in the FILE, IMPORT menu.

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