You can configure how PropReports imports new accounts by creating Account Import Rules. The rules allow you to automatically assign clearing firm information, change account naming conventions and consolidate multiple trading accounts into one.
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| Account Id | Aggregation Unit | Clearing Id | Display Name | Offset Account Id |
|---|---|---|---|---|
| {ACCOUNT_ID} | {AGGREGATION_UNIT} | {CLEARING_ID} | {DISPLAY_NAME} | {OFFSET_ACCOUNT_ID} |
| {CLEARING_ID} | {DISPLAY_NAME} | {ACCOUNT_ID} | {ACCOUNT_ID} | {ACCOUNT_ID} |
| {TRADER_NAME} | {ACCOUNT_ID} | {TRADER_NAME} | {CLEARING_ID} | {CLEARING_ID} |
| {TRANSACTION_CURRENCY} | {CLEARING_ID} | {TRANSACTION_CURRENCY} | {TRADER_NAME} | {DISPLAY_NAME} |
| {TRADER_NAME} | {TRANSACTION_CURRENCY} | {TRADER_NAME} | ||
| {TRANSACTION_CURRENCY} | {TRANSACTION_CURRENCY} |
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