Home Knowledge Base FAQ - Import Wizard Is there a specific format my file should be in?

FAQ - Import Wizard

FAQ - Import Wizard

Import Wizard

Is there a specific format my file should be in?

There is no real dedicated file format that the Import Wizard uses. This feature allows you to be highly customize able with your data. However we do recommend a few things when it comes to the contents of the file.
  • We do not support excel files with formulas
  • Don't use files that have images in them
  • If there are header or footer rows that are more than the column titles include in the set up a skip protocol
  • Each row should be a new date. Meaning on day per row.
  • The file needs to have some sort of name /ID field to map a client
  • The file must not contain more than one worksheet/tab