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Instance

To upload client object's Instance, click on Upload Button.

You will get the following popup

  1. Browse the CSV file. You can also download the format from the link "Download sample user file"
  2. You can see the name of the CSV file in the textbox provided
  3. To Insert or update the Instance select Upsert Radio Button
  4. To Delete the Instance select Delete Radio Button
  5. Click on save button to save your changes