Within minutes of uploading your file, check your inbox for the Upload Confirmation email. This email confirms that your file has been correctly received for NCOA processing.
Quick Guide: How to upload & retrieve your NCOA files
Uploading your list/file:
Look for your UserID in your Welcome Email. Please make note of it. You'll need it to login along with your chosen password. The following browsers are supported: Mozilla Firefox, Chrome, Brave Browser, Vivaldi, Safari, and Opera
To login, click the green Member File Area button at the upper-right of any page.
Enter assigned UserID & password
This will take you to your Member File Area.
There you will see three buttons for a variety of services:
Add files... | click this to select your file for upload
Start Upload | click this when you're ready to upload
Cancel | Click if - during upload - you decide not to upload this file
While the file is uploading, a progress indicator will show automatically.
Once file upload has completed, your filename will be displayed with 'Uploaded' preceeding your filename.
Upon successful file upload, a confirmation email is sent to your designated email address.
Note: If you fail to receive the Upload Confirmation
email this means that automation may not have been triggered. In this case, please notify support@ncoasource.com
Note: Direct FTP is also available. Contact Support for further information.
Retrieving your updated file
Once your NCOA file is done processing, a File Completion Notification email will be sent to the
person(s) designated within your company. The notification includes your original file
name, the NCOA return file name, total number of records processed, filesize, process date, and the
NCOAsource JobID number (which is also the job's billing reference #).
There are two ways to retrieve your updated file:
Click on the Download Now link contained in the email, or
Log in to the Member File Area, click My Return Files, and click 'Download' next to the file you want to retrieve.
The download file dialog box will now open, allowing you to save the NCOA file to your local drive.
Additionally, you will receive an emailed NCOA Usage Report, which provides stats-at-a-glance for your job, CASS report, as well as the total run charge.
The Usage Report is your receipt for your NCOA processing.