Import Entity Records

The Import feature allows you to add multiple records to an entity in bulk by uploading a preformatted Excel sheet.

To import entity records, follow the steps below:

  1. Go to Web App > Navigation Menu > Entity Name.
  2. Scroll down to the bottom of the page or click Hide Metrics to view the entity records.
  3. Click the Export & Import Options menu, and then select Import.
  4. In the Smart-Import Entity Name page, click Download Template.
  5. Open the downloaded Excel sheet, fill in the required details, and save the file.

  6. Return to the Smart-Import Entity Name page, click Choose File, and upload the updated Excel sheet.
  7. Click Import to upload the records into the entity.