thankQ Help

Once the Data Import Template has been created, a new Data Import needs to be created.

1.Click the New button on the toolbar on the Data Import form

2.On the Import Type drop down menu, ensure that Standard is selected (this is the default option). This selection will allow you to enter new records or records to be updated, into a Data Import Template spreadsheet.  Your spreadsheet may contain a mix of new or existing data.

3.Enter a description into the Description text area. Click the Ok button.  

4.You will be prompted to select a template to use with the import. You can select a standard template or the customised template that you have just created. Once selected click the Open button.

The Data Import Load template will be displayed.