How do I find a template for my imports?

Each of our import types has a template that you can download from the Manual Import page.

Go to Import/Export > Manual, then click the Import button. Here you will see a menu where you can choose the type of import, and below that a link to download the template for that import.

Each template is different, most are CSV imports, and one (the Employee Payroll import) is an Excel file.

In the table below the template link, you will see a description of all the fields in the template you have chosen.

With the CSV imports make sure that you populate them only with fixed data, any formulas in the cells will prevent the import from working. Also, be sure to only place data in the columns with headings, any data outside of these columns will also prevent the import from working.