Importing Data

Importing Data in Webmanager

1. Log in to your account in RepZio’s Webmanager
2. In the vertical blue bar on the left side of the page, click the “Manage Data” icon
3. In the expanded list of options under “Manage Data,” choose “Upload Data Sheets”
4. Under the drop-down titled “Choose what type of data you want to import,” specify the type of file you are uploading
5. Click “Drop files here to upload” in order to find and select your spreadsheet.  Files can be selected via Drag and Drop or browsed from a location on your computer.
6. Once you have selected your spreadsheet, click “Open”
7. After previewing and checking the spreadsheet, click “My Data Looks Good”

Importing Data via Dropbox

1. Follow Dropbox Guide steps at link below to use this process
2. Log in to your Dropbox account
3. Access RepZio’s shared folder (“RepZio-CompanyName”)
4. Within the shared folder, navigate to the “imports” subfolder
5. Click the upload icon, located on the toolbar on the right
6. Click “Choose files” to browse for your spreadsheet
7. Once you have selected your file, click “Open”
8. Allow your spreadsheet to completely upload to the Dropbox folder

Important Note:  

File naming conventions- Please note the system WILL NOT IMPORT if your files are named differently than the requirements outlined in the Dropbox Guide article.