How to batch import notes via spreadsheet

This article will guide you through a step-by-step process on how to import your notes in batches using a spreadsheet.

Import notes via a spreadsheet

To batch import data into senhasegura via a spreadsheet, follow these steps:

1. On the senhasegura platform, click on the Grid Menu ⁝⁝⁝ in the upper left corner and select MySafe.
2. Select Batch Import.
3. Click the three vertical dots icon ⁝ (View Actions) in the upper right corner.
4. Select +Import.
5. Choose the Note option.
6. Download the spreadsheet template by clicking on Download Template.
   1. Fill in the required information on the spreadsheet.
   2. Save the file.
7. Drag and drop the file into the rectangle or click Browse File.
8. Click Save.

On the homepage Batch Import report, the Status field will be set to Waiting. Refresh the page to track the status.

If the import is successful, the Status field will change to Finished, and your notes will be available on the Notes homepage.

If the import is unsuccessful, the Status field will change to Error Processing, and your notes will not be imported. You can identify the error on the Process Details screen.

Next:

Import process details

Do you still have questions? Reach out to the senhasegura Community.