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The Data Import function allows you to upload or update data from an Excel spreadsheet.

The Data Import process has a series of specific steps and at each stage, different options are available. The following section outlines a step by step guide to creating a data import and uploading new data or updating data in your system.

These are the steps involved in the data import process:

•Step 1: Create the Data Import Template – Setup a template with your chosen column headings. This can be reused for future imports.

•Step 2: Create the Data Import – Create a new data import in the Data Import module. This will be used to hold data until it is posted into the live database.

•Step 3: Copy and Paste the information into the Data Import Spreadsheet – Copy and Paste the data from the spreadsheet into the pre-designed Data Import Template.

•Step 4: View Import Records – Verify the information that was entered into the data import spreadsheet. The data remains in ‘waiting’ until you have completed dupe checks and verification.

•Step 5: Approve Records – All data needs approval before it is posted into the live database.

•Step 6: Checks Complete and Post Records to Live Data – Approve the data import and post the records into the live database.