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How to Import a Template From a CSV

Step-by-Step

How to Import a Template From a CSV File

  1. On the left-hand nav bar, click Templates.
  2. Click Import CSV.
    Import-CSV.png
  3. On the Import Tasks From a CSV dialog box, click Choose a File. If you would like to work from a sample CSV template, click Download our sample CSV file.
  4. When you’re done uploading the CSV file, click Create Template.
    Create-Template.png
  5. Your imported template will appear at the top of the list.

 

 

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