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Export Data
Exports all template data for download as an Excel file. The exported file can be used to import data into a Sandbox or to any other organization, Sandbox or Production.
- 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.
Import Data
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 drop files button if you want to select a different file.
- Click
Or - Drag your file over Or drop files
- 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. |