Purpose
This guide outlines how to import information from a file to a record.
Note: Only .CSV files can be imported into Alchemy at this time. In order to complete an import, users must download the appropriate template.
Instructions
1. Click the Options icon at the top of the record and select Import from File.
2. Click the link in the confirmation modal to download the template.
Note: If your CS Manager already sent you the template you can skip to step 6.
3. Open the template in Excel or Google Sheet and fill in the fields you wish to import.
Note: The first row must remain unchanged. Enter data beginning with the second row.
4. Once you fill all applicable information, save it as a .CSV file.
5. Return to Alchemy. Click the Options icon and and select Import from File.
6. Click the Import button.
7. Select and import your file from your device.
8. Fields will be filled in on your record after the import is complete.