Import data templates
Use these to load any volume of data into your system.
Import Data Templates can be found in:
All of the import templates in the table below are .xlsx (Excel) files.
A few things to note:
- Each worksheet has instructions on the first tab. Make sure you read them. I repeat make sure you read them.
- Each sheet in the worksheet has columns with notes, pay attention to the notes. I repeat, pay attention to the notes.
- You have to put data in the columns with yellow headers.
- Worksheets update existing data, if the data imported is different from the existing data.