Downloading Import Templates
Updated
by
Cheryl Wallace
Sample import templates are provided for each import option that is not either pictures or attachment. 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. Using an out-of-date template can cause the import to fail.
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:
- About Import Data
- Data to Import
- Preparing to Import Data
- Completing the Templates
- Importing Data
- Importing Pictures and File Attachments
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