Import Resources
This tutorial will show you how to import resources from an Excel file.

Once you download the spreadsheet template you now can enter information on it and save it under a new filename.

To upload the new file, click the Browse button under the File Upload section of the Import Resources page.

Select the file to be uploaded. The chosen file and its location on the hard drive will be displayed in the textbox.

You can also configure your options regarding the imported resource Excel file before uploading it to the Resource Directory by choosing options in the Configure Imported Records section.

Automatically mark imported resources as Approved option – Check this option, if you want all resources imported from spreadsheets to be automatically approved and not subject to approval. Leaving this unchecked will enter imported resources as pending.

Include Imported Resources in - Choose the directory to which the imported resources will be added.

Select a default Resource - Select multiple service types for the resources you will import to the Resource Directory.

Click the button to import the resources in the Excel Spreadsheet.

Click the button to cancel the upload and return to the Resources main menu.