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Download the Import Data Template

Download the Import Data Template

 

This page provides an overview on downloading the Import Data Template.

 

To download the data template for the table to be updated observe the following steps:

  1. Open the the relevant record list page. For example to import client records, select the Clients > clients sub menu to open the Client list page.

  2. Click the Import in the ribbon bar to open the Import Data page.

  3. Select the download template file link to save the file to your hard drive.

 

 

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