Select the dropdown from the module header you wish to import to
Select Import [Module]
Select a file from my computer, and then press Next
If required download the template, if you already have file to import then skip to step 6
Populate the template with your information. Be mindful of required fields (You can check you haven't missed any of these in a later step)
Click Browse
Select your file to import. Choose between Create new records only and Create new records and update existing ones as required
Click Next
If not using the template map your fields from the dropdown. You can ensure you have all of you required fields here as these will be red and suffixed with an asterisk
Click Next
Select fields to be used for duplicate checks. Email address works well
Click Next
Check any errors and correct before reprocessing if required
Note: The amount of records that can be imported at once is dependent on a number of factors. Including fields importing into and any processes triggered for each record. As a rule of thumb it is advised to import 1000 lines at a time maximum
