Importing Data in Webmanager
- Log in to your account in RepZio’s Webmanager
- In the vertical blue bar on the left side of the page, click the “Manage Data” icon
- In the expanded list of options under “Manage Data,” choose “Upload Data Sheets”
- Under the drop-down titled “Choose what type of data you want to import,” specify the type of file you are uploading
- 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.
- Once you have selected your spreadsheet, click “Open”
- After previewing and checking the spreadsheet, click “My Data Looks Good”
Importing Data via Dropbox
- Follow Dropbox Guide steps at link below to use this process
- Log in to your Dropbox account
- Access RepZio’s shared folder (“RepZio-CompanyName”)
- Within the shared folder, navigate to the “imports” subfolder
- Click the upload icon, located on the toolbar on the right
- Click “Choose files” to browse for your spreadsheet
- Once you have selected your file, click “Open”
- 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.
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