Import screens

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"Function" Import Screen

Import existing data to the Facility Fit system. Download the template, add the data into the columns and rows to conform with the template layout. Upload the data filled template back to the system to populate the system with your existing data.

See the "Function" import below using "Cost Center" Import as a sample.

1 Click the large Admin icon to open the Administration window. Administration.png

Under the Account section, press the "Function" Import link, in our sample it will be the "Cost Center" Import link. The window will open.

  1. To edit a function import template, click the Download Function Import Template link at the top of the window.
  2. To upload a new Function Import template, press the Select Files button. Then select the new file, then Upload the new file.

Admin-Account-CostCenterImportHome1.png

2 Edit a Cost Center Import
  1. Click the Download "Function" Import Template link at the top of the window.
  2. The Function excel file will download.

Admin-Account-CostCenterImportDownloadTemplate2.png

3 Go to your download folder and open the downloaded file and make changes (add data), then save the revised file under a new name.

Admin-Account-CostCenterFillOutTemplate3b.png

4 Use the Select Files button to select and upload the edited version. The file will be uploaded to the window.

Admin-Account-CostCenterImportDownloadTemplate2.png


5 The file will be uploaded to the window.

Press the Upload button to place it into the system.

Admin-Account-CostCenterImportSelectedFiles4.png


6 The Window will show the import file's name.

Admin-Account-CostCenterImportUploaded5.png