Note: To send record assignment notifications, an SMTP server must be configured in Email Settings.

Warning: To safeguard your data, the installer must be locked by setting 'installer_locked' to 'true' in the config.php file.

Step 1: Upload Import File


Select a file on your computer that contains the data that you would like to import, or download the template to get a head start on creating the import file.
Download Import File Template  Information
 
 
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What would you like to do with the imported data? 

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