Click on the Manage Lists & Positions dropdown and select Import Spreadsheet. In the Import Spreadsheet popup box click on the Browse link to find the Microsoft Excel file that you want to import into the tool. The tool will only accept .xls or .xlsx spreadsheet file name extensions. Your spreadsheet should not contain column headers and should include two columns, the first should contain the CUSIP or Bond Fund Symbol and the second should contain the quantity in whole numbers.