This article is part of the Import Utility Guide
The links below allow you to download the template Excel file for each import type. They will give you an idea of how to set up a file before importing your records.
After adding your information to a file, you can use the Save As function in your spreadsheet program to save it in CSV format with UTF-8 encoding.
For more information about preparing your data for import and processing the import, please refer to the import utility support library.
Click the template(s) links below to download
Templates Last Updated: 12/29/2020
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