Users with permission can import and export data in .CSV format, which allows you to export available files, manipulate them in Excel, and import them back into SchedulePro.
Bulk Data Export
- From Home, navigate to Settings > Bulk Data Export.
- Click on the drop-down menu below Select Template to Generate to see the list of available export files.
- Depending on the template selected, you will see other options available to filter your output. These might include Team, Start Date, or End Date.
- Click Export to CSV, and the file will be added to the Downloads folder on your device.
- The file gives you a blank template in the correct format with the correct column names. Do not alter the column order or column headings.
- Make any additions or changes to the data fields and then save it as a type .CSV to utilize with Bulk Data Import.
Bulk Data Import
- From Home, navigate to Settings > Bulk Data Import,then select which template you want to import.
- You can Download Excel Template here or use the related Export file.
For example, if you exported Employee Team Codes, you can only import that file using the Employee Team Codes menu option in Bulk Import.
- Depending on what Import option is being used, please be sure to read the WARNING message in red displayed at the top of the screen.
- Click on Choose File and locate the file to import from your computer.
- Select the Verify File (But Don't Actually Import) button at the bottom to capture any errors contained before actually importing the file.
- Select the Import button, and then click on the Return to Import Menu