Search Results

"Users" include entrepreneurs and staff members. Open the Import Users screen From Users, choose Import. You land on the import screen for users, where you pick the import type, file format, and file, then Import. Use Download Templates on the right when you...

Open the import screen From Entities, choose Import. Select the import type, CSV or Excel, choose your file, then Import. Use Download Templates for the correct column headers. Create an entity manually Go to Entities → Add entity (or from a user’s profile, ...