To Import or Export templates, please navigate to ClosePlan Admin tab > Import / Export / Upgrade
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 Template/Templates you would like to export
- Click on
- When the process is completed, click on to download the data in excel file.
Uploads previously exported template files. Importing Data allows you to migrate existing ClosePlan data to different organizations, such as Sandboxes or vice versa.
- Click select your file. and
- Click Confirm. to start processing the template and
Your imported data will be shown as an Initial Version template in the Templates menu settings.