How to configure account, organization settings and import existing data
Stephen Fleming
Last Update há 8 meses
1. Login and dashboard access: Once you log in, you will be taken to the dashboard.
2. Navigate to settings: From the side menu, go to the "Settings" section.
3. Access general settings: Within "Settings," click on "General." Here, you can add or update all your account and organization information. Then click the Save Button to execute.
4. Go to the import section: Navigate to the "Import" section located at the bottom left corner of the page.
5. Download the sample file: Download the sample file to make sure your data is formatted correctly.
6. Upload your file: Click the "Browse" button to select and upload your file.
7. Import the data: After selecting your file, click the "Import" button to update the data in the system.
