Step 8: Add Samples

  • To import Samples, you must first select the Samples module.
  • Next, click Actions > Import
  • Step 1: Choose File
    • Step 2: Specify format - the biggest focus here is to select whether or not your spreadsheet has headers or not (if you used our template, it does).
    • Step 3: If you have existing Samples in the system you can opt to manage duplicates.
    • Click Next
    • Step 4: Map the Columns to Module Fields. Here, you can choose which fields will populate when you import the file.
      • Click Import
      • The next screen will show the results of your import, then click Finish.

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