Why would I use this?

• Easily add, edit, and delete new models in Orion Connect. 

  

What do I need to use it?

This article explains what privileges need to be enabled to access the applicable import and provides examples of how to fill out the Model Add, Model Update, and Model Delete templates in the Custom Imports app .


Please Note: This import is only available to advisor level users. To use these imports, the following privileges must be enabled for your role within the Manage Users app . 

• Model Add (Located under the Actions tab > Custom Imports section)
• Model Update (Located under the Actions tab > Custom Imports section)
• Model Delete (Located under the Actions tab > Custom Imports section)

For more information on editing privileges, review the Manage Users: Roles and Privileges article.

  

How do I use it?

Complete and Process the Import

For detailed instructions on downloading, processing, and troubleshooting a custom import, review the New Custom Imports Tool section of the How-To and Overview: Custom Imports article.

Review the Model Import Guides below for examples and an explanation of how to fill out each template. For efficiency, only fill in the applicable columns that need to be updated and leave the remaining columns blank. 
 

Please note: Some fields require one or the other to be populated. This is notated in each of the Model Import Guide sheets under the Explanation column for each field. 

Model Add Guide

Model Update Guide

Model Delete Guide

 

To download the import guide as an Excel file, click the  button from the preview page within the link.

Please Note: If you choose to proceed with the import without a template, you can add a row, then use the Model ID column to search for an entity and fill out the information that way. 

This spreadsheet also includes one troubleshooting sheet that explains each error message and how to resolve each message.
  

• Troubleshooting Error Messages: These messages will prevent an import from processing successfully and require correction.