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Table of Contents

To Import or Export templates, please navigate to ClosePlan Admin tab > Import / Export / Upgrade


Export Data

Exports all template data for download as an Excel file. The exported file can be used to import data into a Sandbox or any other organization. 

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  • When the process is completed, click on  to download the data in excel file.

         


Import Data

Uploads previously exported template files. Importing Data allows you to migrate existing ClosePlan data to different organizations, such as Sandboxes or vice versa.

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