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General

Using this manual, troubleshooting, roles and permissions, profile and security, and more.

๐Ÿ“„๏ธBulk Import (Excel)

Most Configuration setup lists (Transportation Types, Departments, Job Titles, Track-It Actions/Groups/Locations/Types, Countries, Cities, Districts, Nationalities, Languages, Loyalty Tiers, Postal Codes, Preferences, Inactive Reasons, Payment Types, Articles, Transaction Code Groups/Sub-Groups, Housekeeping sections/tasks/attendance/reasons, Out of Order, and more) support importing many records at once from an Excel file, instead of adding them one by one. This page explains the common workflow. Field-specific templates differ per module (see that module's page for its exact columns), but the steps are the same everywhere.