Once you are ready to complete the import, log in to your Main Frame and navigate to the account required.

Select the 'Importing' tab:

In Section '3. Upload the Template', click on 'Choose File' and navigate to and select the file for upload:

The filename will now appear in the 'Choose file' box, all you now need to do is select 'UPLOAD TEMPLATE';

Papertrail will now upload the data directly into the account.

The limit to how many items you can import is driven by the amount of records the subscription has available.

When importing, it is recommended that you upload approx. 200 records at a time and check they are exactly where you want them to be before going on.

If you have any doubts, please call us on 01248 719277 and we will be more than happy to help you out.

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