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Diffstat (limited to 'docs')
| -rw-r--r-- | docs/process.rst | 2 |
1 files changed, 2 insertions, 0 deletions
diff --git a/docs/process.rst b/docs/process.rst index 004c30dc..bc94226e 100644 --- a/docs/process.rst +++ b/docs/process.rst @@ -51,6 +51,8 @@ From the spreadsheet, this is driven by the two shortcuts text, and save the file into a folder named ``data/Indicative_%Y-%m-%d``.
The file name should be called ``Portfolio_TrInfo.txt`` or
``Portfolio_TrInfo(i).txt`` for some ``i``.
+* If "Load Indicative Data" does not work, make sure that CUSIP/ISIN columns are in the
+ "All Tranche" Export Format. Also make sure that Export setting for portfolio tab export is correct.
We're done exporting the data from intex, now we need to load it into
the database. To that end, click on the link ``Load Intex Indicative Data``
|