Use Jobs to review the status of your Import/Export jobs. When your import/export job is complete, you can review the See Log information to ensure that no errors occurred to restrict data from being imported.

Dataset Import

Dataset Export

Use the import functionality to transfer data for multiple worksheets or each worksheet separately.

Use the export functionality in My Datasets, or the Data Entry pages to create an Excel file (also known as the Import Numbers template) with the following worksheets.

#PARTH# Flow-Through Header

#PARTD# Flow-Through Detail

#PARTTAG# Flow-Through Tags