Import Client Data

Once you export the template Excel file with data using the 'Create import template/export client data' function and edit the data in excel, you are now ready to upload the data back into Bizview.

Caution: Do not change the format of the template file. For example, the number of columns and the columns themselves should be exactly the same as when the file was exported. The file should also be a .xls file, not a .xlsx file.

Access this function by selecting Client Data > Utilities > Import Client Data:

The Import Client Data page displays, as shown below:

Select Import and select the Excel file you want to upload.

An Import Confirmation dialog displays. To continue, select Import:

Upon selecting Import, Bizview validates the data and the Import Result page displays (shown below). If the validation of data reveals that some data is in the incorrect format, or not related to other data in a correct way, you will receive an error report explaining the error. If this happens, correct the data in the Excel file and try to upload again.