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How can I import excel files?
How can I import excel files?
Aakriti Sharma avatar
Written by Aakriti Sharma
Updated over 3 months ago

Introduction

You can import excel files into Wello Solutions, allowing you to import loads of data in a few clicks.

Following objects can be imported:

  • accounts

  • contact persons

  • products (parts)

  • locations

  • equipments

  • equipment models

  • work orders

  • tasks

Where can I import?

There are two ways to reach the import module:

1) Under the settings icon (top right corner of the web portal)

you will find the "Import" menu.

2) When searching for accounts, contacts, equipments and so on, you can click on the ... icon and select the "import (name of the object)" from the popup menu.

Note: during your free trial, import will be limited to 50 rows per import

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