Where To Find Customer Tools and Templates in Data Import

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Navigate to the “Admin” tab on the dashboard.  Select “Data Import” from the dropdown.  Select the link “Click here to download data file templates.”  Once the file has been downloaded, extract the file to access the templates and Data Import Instructions.

 

 

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When and why is this feature used?

Data uploaded into Data Import (Analytics) must be imported using certain criteria.  The templates and Data Import Instructions provide an explanation of the necessary criteria to successfully import files.