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.
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  2. Scroll down to the bottom of the page or click Hide Metrics to view the entity records.
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  3. Click the Export & Import Options menu, and then select Import.
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  4. In the Smart-Import Entity Name page, click Download Template.
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  5. Open the downloaded Excel sheet, fill in the required details, and save the file.
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  6. Return to the Smart-Import Entity Name page, click Choose File, and upload the updated Excel sheet.
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  7. Click Import to upload the records into the entity.
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