- From Dashboard click into Settings, Import Data

- Download a sample CSV file template for the required import.

- Re-format data based on how the template headers are laid-out

TIP - Leave ID (fill to update) BLANK in all cases except if updating existing data in the system.

TIP - Answer the question IS EXTERNAL (0, 1) with either a "1" to signal "yes/true" or a "0" to signal "no/false". This is to determine whether a user is External or Internal to the company.

- Outside SiteMax - Export/download local file as [.csv] file format

- Works with Numbers, Excel, Google Sheets...etc.

- In SiteMax - “Browse” for local file and “import”

- Go back to Admin Setup - Settings

- Learn more about Cost Codes

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