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How to Import Program Options

Learn how to easily add Program Options via a spreadsheet!

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

You can import your Program Options if you have a CSV document. Follow these steps to import Program Options:

Step 1 - Prepare CSV

The first thing you need to do is prepare the CSV document. Be sure that the FIRST column in your CSV includes the options you want to import. This will NOT include the Program Option Label, such as "Program Name," only the labels you want underneath that label (i.e., your specific Program Names).

Step 2 - Access Program Options

Open the Programs tab in the My Company settings. Click on "Manage Program Options" to open up the Program Options settings.

Step 3 - Upload Program Option CSV

Next, click the Upload icon (the first one) beside the Program Option label to upload the CSV.

Step 4 - Refresh the Page

Refresh the page to pull in the export.

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