Importing & Exporting Data
How to import or export your excel spreadsheets
By Katie and 1 other2 authors9 articles
Importing ContactsThis article will get you started importing Contacts and Contact Details with your spreadsheet.
Importing Expiration Items for Contacts - Multiple Date ColumnsGet started importing your multiple expiring items for Contacts (ie. training, permits, etc) from your Multi-Column Dates Spreadsheet
Importing Expiration Items for Contacts - One Date ColumnGet started importing your Expiration items from your One Column Dates Spreadsheet.
Importing EquipmentThis article will get you started importing Equipment Items and their details with your spreadsheet.
Importing VehiclesThis article will get you started importing Vehicle Items and their details with your spreadsheet.
Removing a Recent ImportHow to remove a recent spreadsheet imported to your account.
Uploading Certificates of Insurance through the OCR Scanner