How to Upload New Catalog Management Tasks in Xvantage for Associates

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Overview:

This article provides steps on how to upload new catalog management tasks in Xvantage for Associates (X4A). 

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for X4A and open it

  3. Within X4A, hover over the left navigation menu and click Vendors, then click on Catalog Tasks.

  4. The upload button is located on the upper right corner of the screen, just beside the Filter button. Click +New Upload.

  5. A small dialogue box will appear. Fill in the following details:

    • Country

    • Vendor

  6. Hit Start. 

  7. You will be directed to the Upload page. First, nominate the date for the changes in your file to take effect. 

  8. Next, upload your file. It is highly advised to download Ingram Micro’s Excel template. To do so, click the download icon beside the file located on the right side of the page. 

  9. Click Continue. 

  10. Proceed to the usual step in uploading a catalog.