How to Refresh Person Records and add Additional Records

Compliance Search Migration

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For more information on what actions will incur, please view this article

Please note: This may incur extra charges

This will download all your existing content to a CSV file.

Copy this information into your Refresh Records Template

Open your CSV File of your existing records  Copy this information into your Refresh Records Template 

Update any existing information if this is incorrect, and add any new records to this template

Populate the Refresh Records Template  Update any existing information if this is incorrect, and add any new records to this template 

Please Note: any records that are not present in the file will be removed.

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