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

What would you like to do with the imported data? 


To use pre-set import settings, select from below: Information