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To Import or Export templates, please navigate to ClosePlan Admin tab > Import / Export / Upgrade

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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 the Template/Templates you would like to export
• Click Start Export

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• When the process is completed, click on Download Result to download the data in excel file.

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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
  Or
• Drag your file over Or drop files button if you want to select a different file. 

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• Click Import Data to start processing the template and Confirm.  

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