How do we import persons from a spreadsheet? - AssessTEAM

How do we import persons from a spreadsheet?

Go to Settings > Integration > Select the ‘Import from CSV’ option > Select import type ‘Person’ > Click on ‘Download sample file Guide’ > Update the downloaded sample file > Click on “Choose file” > Select the updated file > Select appropriate headers to be imported > Click “Upload”.

Please be sure to save your spreadsheet in CSV format before uploading.

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