To upload a party information file, go to “Communication” – “Messages”.
Drop a file from the computer into the “Drop a file here or click to browse…”-field or click the same field to browse for a file on the computer.
Click the drop-down list and select “PartyData”.
Click the drop-down list and select the corresponding format for which the file was saved in.
There are different formats available depending on which message type to be uploaded.
Select “Excel Declarative…” if uploading an Btwentyfour Excel template.
The Btwentyfour Excel template can be found at https://big.btwentyfour.com/ .
Click “Upload”.
