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    How to load portfolios with multiple or split coverage dates

    • Product: Alma

    Question

    How to Upload Portfolios with multiple or split coverage dates? This method refers to the "Portfolio Loader", documentation link below.

    Answer

    The Alma September 2022 is expected to enable upload of portfolios with multiple coverage statements.

    Please consult:

    Online Help on Using Portfolio Loader for Adding, Updating or Removing Portfolio Information in Bulk

    YouTube video on Support for split coverage in the portfolio loader and portfolio export.

    The video description links also to PowerPoint Support for split coverage in the portfolio loader and portfolio export.pptx

     


    • Article last edited: 9-AUG-2022