Basics: Step 1 - Import your data Basics: Step 1 - Import your data

Basics: Step 1 - Import your data

Adam Klug Adam Klug

This is very first thing you need to do! You will need to download the import spreadsheets to start populating your data into. They can be found in Settings under Import. To get started you must import a list of: 

  • Clients 

  • Assets 

  • Users 

  • Tasks

Make sure to hit the "What fields can I import" for more information. This will pop up once you pick a module to import. 

Once these templates are filled out with the data and imported into Assignar, all information will be available asap. It's as easy as 1,2,3! 

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