Import data from file

Watch our tutorial video on how to import data from file:

To avoid extra typing, you can import your company data (such as the list of users, devices, locations and so on) in the .xls file. To do it:

1. Prepare the template .xls file.

   • First, go to the relevant module (for example, Define > Users or Define > Locations) and click Settings at the top of the page. Choose the fields you are going to import (for example, user's real name, email, address) and click Save.

   • Then, click Export at the top of the page and choose the Excel format. Download the template file to your computer.

2. Add the company information in the template file. Save the file as an Excel 97-2004 Workbook (.xls).

   Note: Make sure that the IDs in the .xls file are unique. Otherwise the imported data will overwrite the existing data.

3. Go to the relevant module (for example, Define > Users or Define > Locations) and click Import at the top of the page. Upload the file.

The company data is added to the web service. You can further update it manually if needed.