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.