Settings
      Back to home
      1. Help Center
      2. Quick Guides
      3. Settings

      Quick Guide: File Importer

      Quick Guide: File Importer Quick guide on using the File Importer, steps to take to download the template or use own Excel sheet. Sharon Mulligan

      See how to start using the File Importer to import your data from Excel.

      Here's a quick step guide on how you can use the File Importer!

      1. Click on Settings on the top right of your screen.

      2. Click on Import Data tile.

      3. Select what you would like to import, choose your document type from the list.

      4. You can now Download Template which is a sample excel file or click on Select File to import your own Excel file.

      5. Now Map the import fields in Enterpryze to your import file, this is automatic when using our template.

      6. Click on Import when you are ready.

      7. Click the Refresh History to check for imported, skipped or errors with your data.

      For more details on using the File Importer, such as field details and editing the Template, check out this full article over in our help centre!

      Did this answer your question?