A member of the Administrator's group in GoFileRoom can import the initial client list.
First, you need to create a lookup list using a template from GoFileRoom. Then, you can import it to GoFileRoom.
Follow these steps to create a lookup list:
- In GoFileRoom, select Administration, then Manage Fileroom.
- Choose the Lists tab, then Manage Lookup Lists.
- Select the Export button, and download the lookup list.
- Open the Excel spreadsheet, add client names and IDs in the designated columns.
- This is a template document. Keep the columns the same in the spreadsheet, including blank columns.
- Save the file in .xls or .xlsx format, name it the same as the drawer's ID, then close the document.
- Import the lookup list into GoFileRoom.
Notes
- It could take up to 10 minutes for the clients to populate after importing the Excel file.
- Importing a client list overwrites all existing clients.
Update existing client lookup list
If you already have an existing client lookup list in GoFileRoom:
- In GoFileRoom, select Administration, then Manage Fileroom.
- Choose the Lists tab, then Manage Lookup Lists.
- Select the Export button, and download the existing lookup list.
- Add the new clients to the existing lookup list.
- Import the new client lookup list into GoFileRoom.
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