Importing Projects

Access level: Any firm member

To Import Projects into the Client Feedback Tool, take the following steps:

1.       My Firm > Projects

2.       Select Batch Import

3.       Select the Template tab

a.       Select Download to obtain the Import Template file

4.       Populate the Project Import Template with the appropriate information

a.       Save to desired file location on your computer

5.       Return to the Batch Setup tab in CFT and Select Upload

a.       Select File from your computer

b.       Once uploaded, Select Read

6.       The Projects from your Import sheet will appear

a.       Confirm Total Projects in Summary of Project Import box located at bottom of screen

7.       Select Import

a.       Select Import in the pop-up box

8.       Review Summary of Import

a.       It is recommended that you always View the Detailed Log

                                                               i.      The log provides specifics on the data that was / was not imported

                                                             ii.      The log is especially helpful should any of the records fail to import