Prior to importing records into Workamajig, you will want to prepare your data/files ahead of time for the best results. It's also best to import one or two records first to ensure they are added with the expected results before importing a large amount of data.
Choose the type of import.
In this example, we will use companies.
Select a file to import.
Note the key fields, used for updating existing records.
Locate your pre-formatted file.
Click Display File to move on to the next step.
When ready, click Import Selected to perform the actual import of data.
The status of the import will update in the first column. Columns that are yellow, with the heading of Click To Map will not import.