Forms and Imports

This page is enabled by the Forms and Import Processes features in Institution Administration
  • Imports Administration - Prospects CSV File Upload

    Overview Imports Administration allows users to import specific data in-bulk from CSV files. Once a CSV file is downloaded to the system, it will display on the Imports Administration page listing the File Name, Import Upload Type, Import Status, Created By, and Created Date*. Importing Prospects Data Currently, Imports Administration is mostly used for the purpose of u...