Workbooks Import Wizard

A run through of the steps to follow when importing data

Your import should run smoothly if you have prepared the import data and work through the Import Wizard systematically. To help you with preparing your data we’ve put together a spreadsheet giving lots of useful information on how your data should be formatted to download, click here.

You’ll see two tabs for each record type, one detailing the standard fields for each record type, which gives information on the required format for each field. The second tab provides a template you can use and a few rows of example data.

We recommend that you read through the information provided here before running your first import.  We’ve split these out into the following steps: 

• Step 1 – Upload the file & review the data
• Step 2 – Define Field Mappings
• Step 3 – Extend your import to include other Record Types (where relevant)
• Step 4 – Check for duplicates
• Step 5 – Run and review your Import