To Import or Export templates, please navigate to ClosePlan Admin tab > Import / Export / Upgrade
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Exports all template data for download as an Excel file. The exported file can be used to import data into a Sandbox or any other organization.
- Select Templatethe Template/Templates you would like to export
- Click on Start Export
- When the process is completed, click on to Download Result to download the data in excel file.
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Uploads previously exported template files. Importing Data allows you to migrate existing ClosePlan data to different organizations, such as Sandboxes or vice versa.
- Click Upload Files and select your file.
- Click Or drop files button if you want to select a different file.
- Click Click Import Data to start processing the template and Confirm.
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Your imported data will be shown as an Initial Version template in the Templates menu settings. |