How to Upload New Catalog Management Tasks in Xvantage for Associates

Overview:

This article provides steps on how to upload new catalog management tasks in X4A. 

Process:

1. Go to My Apps and open Okta.
2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab. 
3. Hover over the left navigation menu and select Vendors, then click on Catalog Management.
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.