Overview
You can update an existing portfolio in Araya™ to add new records or refresh transaction details. This process helps you maintain an up-to-date view of your leads without creating duplicate records or deleting your historical data. Updating ensures that the Lost Leads Analysis dashboard continues to reflect the most recent lead behavior.
Update Your Portfolio
Navigate to the Portfolio Imports dashboard.
Enter the portfolio name in the search field to locate it.
Click the Actions menu next to the target portfolio.
Select the Update Portfolio option from the dropdown menu.
Click the Continue button.
Click the Browse files link or drag and drop your updated file into the upload area.
Click the Continue button.
Select the correct column from the dropdown menu for any column marked as Not Matched.
Select the checkbox to confirm that your matched columns do not contain sensitive or personally identifiable information (PII).
Click the Continue button to complete the submission.
Outcome
You have successfully submitted your portfolio update. The system processes the new records and updates your existing portfolio. You can now view refreshed insights on the Lost Leads Analysis dashboard.