Understanding the Registration Grid

The Registrations grid will show all of your registrations that have been uploaded, imported, or created manually in Aimbase. Navigate to the Registrations grid by clicking the Satisfaction tab, then Registrations sub tab. Within the Registrations grid you can:

• Apply filters, search and select specific Registrations 
• Click on Owner to see more information  

On the left hand side of the screen you will see the Filters panel. Default filters will display when you first click into the Registrations grid, however you can select "Add Filters +" to add in additional filter options and search by a different set of data points. 

Below shows features available to help utilize the Registration grid.

• Select number of records to display
• Create new record - Registrations are usually provided by the manufacturer.
• Export data to Excel or PDF - If you would like to export ALL data from the grid, you will need to Expand first.
• Expand or collapse grid for optimal viewing - Expanding the grid will show you ALL data associated with the registrations.
• Customize columns and views - This allows you to add and move columns within the grid NOTE: You can save your view. The columns will switch back to the default settings after leaving the screen.

Once you click into an owner, the owners information will show on the left side and you will see any notifications that have been sent the owner, dealer, and manufacturer in the main grid.

How to Manually Create a Registration: 

1. Under Registrations click the Create + Tab

2. Enter as much information as you have. All fields marked with a red asterisk(*) are required

3. Email address and Purchase Date are important fields to enter correctly as they will impact how and when we send notifications to the owner

4. The Dealer and Product fields are type-ahead fields and will populate a drop down of available values when you begin typing 

5. Registration Source will be Aimbase

6. Choose Registration Type based on the the type you are entering

6. Click Save Changes at the top left

How to Import a Registration: 

1. Prepare your Excel CSV file, the data marked with green text are required fields 

2. Click Administration > Imports > Registrations 

3. Choose the CSV file you have prepared then click Next

4. Scroll down to the Preview (Top 10 rows). Match up the headers in the drop down to the headers in your spreadsheet

5. If there is a header that does not match click the down arrow to the headers available in Aimbase and select the one that matches your header. For example, my header says PURCHSDT, I will need to select Purchase Date.

6. After assigning any headers Click Next at the top left

7. The Remaining Unmapped Fields page is next. Anything with a red asterisk(*)  is required. Click Import after all Default Values are selected

8. To check your registration import for any errors click Administration > Imports > View

9. From here you can see the number of Records imported and if there were any errors

10. If there are any errors, you can click into the import, sort by the Staging Status Type for Error, click into the Error

11. Click Log and that will show you why the error occurred 

How to Edit a Registration: 

To edit an owners information in a registration click into the registration. On the left hand side click Edit.

Update the information and click Save Changes.

* To upload an entire file of registrations via FTP please click here for more information

* To Reassign a Dealer or Delete a Registration please contact your Account Representative 

FAQs

What is the Registrations grid?

The Registrations grid displays all registrations that have been uploaded, imported, or manually created in Aimbase. It can be accessed by navigating to Satisfaction → Registrations.

What can I do in the Registrations grid?

Within the grid, you can:

•    Filter and search for specific registrations

•    Click on an owner to view detailed information

•    Adjust the number of records shown

•    Create a new registration record

•    Export registration data to Excel or PDF (full export requires expanding the grid first)

•    Expand or collapse the view to show more or less detail

•    Customize columns and save your preferred view (though the view resets after leaving the screen).

How do I access filters in the Registrations grid?

The Filters panel appears on the left side of the screen. Default filters are shown automatically, and you can click “Add Filters +” to include additional criteria.

What information can I see when I click into an owner?

When you click on an owner, their personal information appears on the left side of the screen, and the main grid displays notifications sent to the owner, dealer, and manufacturer.

How do I manually create a registration?

To manually create a registration:

1.    Go to Registrations → Create +

2.    Enter available information (fields with red asterisks are required)

3.    Ensure the email address and purchase date are correct, as they affect notification timing

4.    Use the type ahead fields for Dealer and Product —start typing to choose from available values.

5.    Set the Registration Source to Aimbase

6.    Choose a Registration Type

7.    Click Save Changes.

How do I import registrations using a CSV file?

To import registrations:

1.    Prepare a CSV file (fields shown in green on the template above are required)

2.    Go to Administration → Imports → Registrations

3.    Upload your CSV and click Next

4.    Match spreadsheet headers to Aimbase headers in the Preview section

5.    Assign default values for any unmapped required fields

6.    Click Import

7.    Review imports under Administration → Imports → View to check for errors

How do I review or fix import errors?

If an import contains errors, you can:

•    Open the import record

•    Sort by Staging Status Type: Error

•    Click into the specific Error line

•    Open the Log to view the cause of the error.

How do I edit an existing registration?

Click into the registration record, select Edit on the left side, update the fields, and click Save Changes.

Can I upload registrations via FTP?

Yes. FTP uploads are supported. Click here for more information.

How do I reassign a dealer or delete a registration?

 These actions require assistance from your Aimbase Account Representative.