Downloading Import Templates
Updated
by
Cheryl Wallace
Sample import templates are provided for each import option. Download the Excel spreadsheet (*.xlsx) here.
- Click Utilities in the left side menu bar and click Import Data.
- Click a heading to display the imports available for each section.
- Click Sample Template to the right of the import option. Navigate to folder to save the file, then click Save.
If you haven't imported the same type of information for a while, download a new import template. Import templates can change over time as enhancements and new features are added.
Instructions specific to completing each template are on the Instructions tab of the spreadsheet template file.
Watch this video for tips and a walkthrough of importing data.
See also:
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