Sample files for spreadsheet import

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Several sample spreadsheet files are available for you to download and review. The sample spreadsheets are set up with commonly used columns and sample data. You can modify the formatting, column, and data to fit your needs.

Note: If you import the sample data into a live client record, please remember to delete the imported data when you are finished.

Click a link below to open the spreadsheet file, and then save the file to the location specified in the Spreadsheet field in the Import Data tab of the Setup > File Locations dialog.

See also: Spreadsheet import overview

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