Run your downloads

E-Broker 5.0 Help

Run your downloads

Run your downloads
Run your downloads

Downloads are very straightforward to run in Version 5.0.

Load the Download Folders

1.	For the person designated Database Administrator, we will have created a desktop shortcut to the download folders.

2.	If not, the folders are located in C:\e-broker\Import.

3.	Take your various download files from the emails and drop them into the appropriate folder in C:\e-broker\Import. Tip - best to clean out the old downloads from these folders before you start.

4.	In the case of Asteron and Fidelity, you can probably download the files directly into the correct folder in Import.

Run the Downloads

1.	Once your files are all loaded in to the various folders, go to the E-Broker top menu and select Admin / Import.

2.	The import menu bar opens.

3.	Click on Select Download file and then the appropriate folder and file.

4.	The download process starts automatically.

5.	When the process has finished (it can be several minutes if it is a large book of business) a message will appear telling you of total success or any errors.

6.	If there are errors click to view the errors.

7.	See the next section on Fix any errors

See Also: Fix any errors