Import Infinite Catalog data from one account to another

If you are a catalog and also a payee on another catalog in IC, and need to retrieve IC data from your payee account to report to your own payees in your catalog, here is how to do so:

How to get the data (Payee Account):

• Log in to your Infinite Catalog payee account or switch accounts
• From the payee dashboard, navigate Periods -> click the desired period -> Transactions
• Click "Actions" -> Export
• Click "Customize Report" and add your Payee name in the Payee field
• A CSV will be delivered to your inbox

If you are a catalog with multiple accounts and would like to export Transactions by Payee Share for import into another account:

How to get the data (Admin Account):

• Log into the account containing the Payee Share data you would like to retrieve
• Navigate to the corresponding Period -> Payee Summary within that Period for which you would like to export Transactions
• Click the blue "Export Transactions" button at the top of the Payee Summary
• A CSV containing the corresponding Transactions and their Payee Shares will be delivered to your inbox

Importing into IC:

• Switch back to your Admin account, navigate to Royalties -> Data Imports.
• Select the Infinite Catalog (Payee Share) importer from the dropdown menu
• Choose the desired file and click "Import"
• This importer requires the Paid Timestamp to be entered manually. For Paid Timestamp, use the date the payout for the report was made to you by your distributor.