Downloading template

You can download template in the IMPORTS module.

1. In the Essentials application, click IMPORTS.
2. Click Download template button to download the template for the expected format of the items data.
3. In the File type drop down, select your preferred format.
4. Select that you want to import.
   1. Select the checkbox for both Item details and Item usage to add new items to the application.
      Note: New items includes all necessary details and up to 60 months of historical usage data.
   2. Select the checkbox for Item usage to update monthly usage only.
      Remember: Use this when you are updating the latest month’s usage for items already in the system.
5. In the Usage period drop down, select the desired data range for which you want to import usages.
6. Optional: Set the Usage date range if you select the usage period as Custom.
7. Click Download.