Guides

Hello, you can import the Main Activity Field information or Tasks according to the following instructions.  

1. Go to the Settings menu.
2. Go to Import & Export and select Import.
3. Enter the Task by clicking the Next button.
4. Click on Download template to download the Excel template and enter your information.
5. Download as a CSV file
6. Enter the Choose a file to upload your cards: task and click Next.
7. In the Select Property section, match the header column with the erxis header information and give it a Name.
8. Check and save the CheckDisclaimer .
9. Check the results to see if the import was successful in the See Records result section.