Importing New Data

Learn all about Data Imports

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Go to Admin > Data Imports
2. Click the dropdown labelled ‘Import Type’
3. Select the Import Type you require and open the downloaded Excel template
4. Populate all mandatory fields as a minimum. Mandatory / Conditionally Mandatory fields are listed in red beneath the dropdown for the selected Import Type.
5. Once you have populated all required fields, save your document and import using the blue Upload button.
6. A record of the file you have imported, along with details of it’s import status can be found in the main table.
7. A status of “Completed” indicates that your import has been successful and your new records have been created