EFC Online - How to Utilize the CSV Import Tool

Last Updated: Feb 26, 2018 12:03PM MST
To utilize the CSV import option to import a list of drawers into a cabinet, perform the following steps:

1. Under the Admin tab, choose Utilities, then CSV Import.

2. Select Browse, and then navigate to the CSV file containing the required information for the import.

3. Choose a cabinet to import into, and a column to use for drawer naming.
NOTE: Observe the option to overwrite or skip duplicate drawers, choose the appropriate option for what you need.

4. Choose a profile to map the CSV fields to, map the appropriate fields, then select "Import".

This will import drawers into eFileCabinet in the selected cabinet.
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