Import

To import the record types, follow the steps below.

1. From the Settings module > Record Types Management, select a parent record type and click on the ‘Import’ button from the top menu bar.

   

2. On the ‘Document Record Import’ window, download a sample worksheet template by clicking on the ‘See the sample worksheet template’.

   

3. Fill in the necessary details in the worksheet template, upload the ‘.XLSX’ file, and click on the ‘Next’ button.

   

4. In the next step, set up the metadata fields mapping by configuring the Load File type, Unique Id fields, and Date format, and click on the ‘Next’ button.

   

5. In the next step, review the details and click on the ‘Next’ button.

   

6. Once the data is successfully imported, the Import window displays the success message.