Top menu >> Reps >> Import button


When you click on the Import button a page will open that shows a blue link Import Reps, clicking this link will open an Excel template that you can use to import reps with. 








How to import the excel template

 

When you have finished adding the Rep information to the Excel Rep import template and saved the file on your computer you are ready to import. Using the same Import button on the main Rep page, click Choose File this time and browse to the Rep import file on your computer, select the file and click open or double click, to finish click Upload . 








Step 2 Preview: will show if there are any new, updates, duplicates or errors in your data





You can click on the duplicate or error warning and RPM will show you which Excel row, result (duplicate or error) and a message why there is an error. 






Click Done at the bottom of this window, this will bring you back to the previous window, from here you can either Import or Discard

  • Import: if you want to import the data.
  • Discard: if you need to correct any errors on your import template and you would like to re-import the data.