Import Register
We need tools to do the agenda more faster. Import is one of these tools. When the environment is new, we need to set many settings here. That’s the reason why there is an register import.
You just need to follow these steps to do it successfully:
1. Prepare the Google Sheet, or Excel, with regarding data. (Import template is here.)
2. Go to Dashboard and check your adress bar. Behind the agency id, instead of Dashboard enter “import”.
3. Copy your data from the prepared Excel or Google Sheet and copy it to the prepared spreadsheet with the title Register.
4. Check if everything pasted right. Then Click on Import. (If something went wrong with the data in the spreadsheet, click on Reset Import Table.)
5. System will tell you, that import was OK.
Get in Touch
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.