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On top navigation bar, click on Action → Import From File
Click Browse… to locate the completed template.
Select the file and then Open.
Click on Continue
A pop up window with any confirmation, errors, or warnings will appear. Review the messages and click on the X to close the window.
To review the new entries, use the “Load Status” filter and select “New” then“Apply” at the bottom.
Select each record to review the data. If you need to update the record, you can click on “Update” at the bottom.
Import via template rules
Below are some good rules to keep in mind when you are working on imports via templates:
Ensure you use the correct template - download “fresh” for each upload
Leave column headers as they are - never change the Column headers in the first row of your import template
Second-row descriptions are your guide - you may change the content of these cells to be more specific to your organization or the type of data you are importing
Empty fields when updating data - never leave a column heading in your template with cleared or blank data below UNLESS you really wish to clear data
Formatting - keep in mind that the file you are working in has a specific format (comma separated values) - amounts should not contain unique characters such as commas, double spaces, or leading zero’s