Importing Brands

Brand is a mandatory field within a Facility record. If the Brand does not exist, it will need to be imported before the new facility can be added. 

To import a Brand, first go into the import modules and search for the template called Brand. You can download a template that will look like the one below.

The Brand Name = Brand and the Owner = Client. You will not need to worry about the Brand Prefix and the Brand Prefix Separator. (The Brand Name and Owner may be different depending on the client.)

Importing the Excel File

Click on Imports on the menu.

Click on the +  to add an import.

1. Use the drop down on Import Type and find "Brand".
2. Select "Browse..." to find your excel file. 
3. Once you have found your file, select Open.

Once you have your Import Type and File selected, click Upload.