Importing the Data
To quickly setup your existing Clients and Employees on the system, Brevity has an import function tab. This allows you to easily upload records for clients and employees. With just a couple of minutes, all records would then be found under the Clients/Employees tab. This allows us to save time and allows us to start right away. This guide explains how to import files thru the system.
This can be used for both clients and employees bulk upload. From the clients tab, we would click the Import button on the toolbar to show the Import data section. We can then upload the Excel file and make sure that the required fields are mapped.
You can also click on the Download template file to use as a guide on which information are needed on the system. You can open these template by using 3rd party applications like Microsoft Excel or other spreadsheet programs.
After choosing the file that will be exported to Brevity, Click on the Upload and continue button.
Brevity will check for the CSV fields from the file you uploaded. You can link the CSV fields to the Brevity fields by choosing the client fields from the drop down menu. After linking the fields, click on the preview data button to go to the next step.
It will show you the Preview of the client's list that will be imported to Brevity. Click on the Import Data button to import the clients list into Brevity.
Click on the OK Button to confirm the importing of the data to Brevity
It will show a confirmation window that the records has been imported and it will redirect you to Step 1 wherein you can upload another file to be
Exporting the Data
You can export the list from the table by clicking on the Export Tab. All the information from the table will be generated in the exported file.
After clicking the export button, Brevity will automatically download the file to your computer. You can open the file using 3rd party software like Microsoft excel or other spreadsheet programs.
Click on this link (System Overview Complete Guide) to download the complete System Overview guide
Click on this link (Brevity Import and Export Function) to download the current page guide