File Upload and NCOA Processing Instructions

NCOA Processing Your File Upload

Users can upload a file right from our homepage. Upload your file one of three ways: Paste, Drag/Drop, and Browse.

Paste, drag/drop, or browse to upload a file
  1. To Paste: User should 1) open their file; 2) copy all rows including the header; 3) and paste into the Upload Box.
    User should paste near the Copy/Paste icon.
  2. Drag/Drop: User should 1) click on their file and drag it into the Upload Box. User should drag the file to the Drag Icon in the Upload box to have a successful file upload.
  3. Browse Files: User should click the Browse Icon. Their File Explorer should open and allow the user to select thefile they want to upload.

Please note: All files should be selected from its original file source. Using a file from recent files or frequent folders may not upload successfully. When a file has uploaded successfully the Upload Box will have a green border and the Continue Button will turn green. To continue processing your successfully uploaded file, click the green Continue Button.

When a file has uploaded successfully the Upload Box will have a green border

Mapping Fields

After clicking Continue, you’ll have to map your fields to our system fields. The app will try to automatically map your fields, but you should make sure to review them for duplicate mappings or missing fields.

map your fields to our system fields

To add Pass-Through fields during mapping, just map the field you want to retain to our Pass-Through field. If you don’t see it as an option, just click the toggle fields button to change your view.

If you receive an error, make sure you read the error and update your mapping to avoid the error again. To read about the errors you may encounter, check out our Errors section.

When you are done mapping, click the Save Field Mapping button located at the top left of the page.

Process Your File

Once you have uploaded and mapped your fields to our system fields, you are ready to process your file! To start processing, simply click the Process File button at the top of the page.

To start processing, simply click the Process File button at the top of the page

When your file is done processing, you will receive a notification at the top of the File Display page. You will also receive an email notifying you that your file processing is complete, so there is no need to stay on the page during processing.

Completed File

When your file is complete, make sure you check out your TrueNCOA Report. This will give you details as to what changes were made during processing, and it will also give you details about the data appended to your file. If you decide you would like to purchase, buy some credits and then export and download your file.

You can view our complete import file guide here.

Give us a try...

Upload, Paste, or Drag & Drop your data file today for our all-inclusive NCOA services and receive your complimentary TrueNCOA Report - no credit card required.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.