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How Do I Get Import Templates
How Do I Get Import Templates
Trevor Shaffer avatar
Written by Trevor Shaffer
Updated over 8 months ago

Redlist provides import templates that streamline the process of importing data. This article outlines the steps to access and use these templates.

Step 1: Go to the import tool

Step 2: Click on the "Import Data" button.

Step 3: Select a data type and click "Next"

Import_Data_Type_Screen.png

Step 4: Click on the "Download Asset Template" button

This will download the .csv template for the data type that you selected.

Step 5: Open the template.

These templates contain all of the required and optional fields for each data type that can be imported into Redlist.

Step 6: Enter Data into the Template

Fields with an asterisk "*" at the beginning of the field name are required fields that must be filled out in order for the data to be imported. All other fields are optional and can be filled out as needed.

Step 7: Enter data into the template file

This information can be copy and pasted from another system, or manually created from scratch

Step 8: Save the file to your computer

Step 9: Upload your template into the import tool

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