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Data Import Training Module

This recording provides an overview of the Data Import page of the Superior platform.

Only users with the Data Processor user role can see the Data Import page of the Superior IRA & HSA platform, where you can upload and process your organization’s imported files for batch file processing (or tax reporting if your organization is on Superior's Black solution).

NOTE: The training guide reflects the latest updates to the Data Import page. The video below is reviewed annually and may not include the most recent changes, but will be updated as time permits.

View the Data Import Page Training Guide, available here.

To download the video, click here.