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How Do I Import My SSBCI Data?

This article walks you through how to import your data into the SSBCI Report tool using the standardized template.

  1. Log in to your Hub and ensure you're in Moderator View. In the upper right-hand corner, click the gear icon and switch to View as Moderator if needed.

  2. From the left panel, navigate to the Report tool.

  3. Click on Import Data.

  4. Click Download TA Template at the top of the page.

  5. Open the downloaded template and edit it. Ensure the data exactly matches the required fields and structure.

  6. Once done editing the template, save it with a new file name. Go back to the hub and access the SSBCI Report to make an import. Click Choose File.

  7. Select the spreadsheet for import from your computer.

  8. Click Import TA Data.

Watch the tutorial video here: CalOSBA How to Import SSBCI Data