Import multiple items using Excel

  1. Navigate to the Create Page:
    Click on the “Create” button located in the top left-hand corner of the interface.

  2. Select import from Excel from dropdown: Choose the specific type of item you wish to create from the available options.

  3. Download template or use an existing template: The Include existing data in template toggle with export all existing data from the form into the template.

  4. Edit template: Be sure to include the the top two columns on excel.

  5. Upload Excel file: Note: If you wish to update an existing item, select the record identifier to find and update it. This is not required if you are only entering new data.

  6. Check your progress: Please use refresh icon to see progress of import excel