To Add Imports or Exports please follow the below steps:


Please to the templates, article to get the template file for the different imports: Import/Export Template


Imports


1. Click Imports/Exports from the menu bar.



2. Select Imports from the menu bar as shown in the below image.



3. Click the Add icon at the top right corner and an Add Import menu will pop up.



4. Select the Import type.


5. Select or drag the file to import on the slot provided and click save.



Exports


1. Repeat steps 1 and 2 then select Exports from the menu bar as shown in the below image.




2. Click the Add button at the top right corner and an Add Export menu will pop up.



3. Select the Export type and a date range.


4. Choose the Export format and click save.


Scheduled Exports


1. Repeat steps 1 and 2 then select Scheduled Exports from the menu bar as shown in the below image.



2. Click the Add button at the top right corner and a Scheduled Export menu will pop up.



3. Select the Export type.


4. Fill in the Email Address field with email address(s) to export to.


5. Select the frequency and time of when the exports are to take place and click save.