The Spreadsheets tab of the Import Data section of the System Administrator Dashboard allows you to download certain spreadsheets that can be used to make changes to data in Lucernex.
You can import spreadsheets to add and update data in bulk in several areas of Lucernex.
To download a spreadsheet:
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Select Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Import Data link in the Company Administration column.
The Import Data page opens.
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Select the Spreadsheets tab.
The Spreadsheets page opens.
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Select the type of spreadsheet you want to download from the Download Spreadsheet Templates field.
Depending upon the category you select, another drop-down may appear. Select the appropriate spreadsheet from the second field.
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Click Download.
The system prompts you to save or open a Microsoft Excel file.
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Save the Excel file in a place on your computer where you will be able to find it, and give it a distinctive name.
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Complete the spreadsheet.
You can find some procedures for completing spreadsheets on our Import Spreadsheet Procedures page.
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Follow the procedures on the Import Data page.