Uploading a Social Security Number File (Load SSN File)

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From the Selection Criteria screen, click the Load SSN File button.

  1. You may either type the file name and location in the Enter the location of the SSN file you want to load field, or click the Browse button to locate the file.
  2. Note: If you included Transaction Numbers in the SSN file, you will not be allowed to select the Transaction Number on the Selection Criteria page. If you selected the Transaction Number on the Selection Criteria page prior to uploading the SSN file, the transactions identified in the SSN file will override the global selection.

  3. Click the Upload File button.

The maximum SSN File size allowed is 1.5 MB, which is approximately 10,000 records.

Note: If you wish to remove all SSNs that you’ve uploaded, click the Remove SSNs button on the Selection Criteria page.

Related Topic:
Social Security Number (SSN) File Format

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