KNOWLEDGE HUB

Import Data

(Administrator Users Only)

Import Data From CSV Templates

1. Settings Menu

Access the Settings tab at the bottom of the left-hand side menu

2. Upload Templates

Select Upload Templates under the sub menu of the Settings menu

3. Template Type

Choose which template type you wish to upload from the drop down menu.

4. Choose File and Upload

Locate the file you wish to upload from your device. Once it has fully uploaded click the ‘Upload Template’ button.

Data should now exist in your selected module.

Email.

Sales@Spend-365.com

Location.

64-66 Wingate Square, London, SW4 0AF

Have any further questions? Contact your Account Manager or contact us below.

Contact US.