How To: Import Records

If you have records from outside of WAVE that you'd like to import, follow the instructions below.

 

Step 1: Log into your WAVE account and click the "Records" drop down, then click "Mass Create Records" underneath Reporting.

 

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Step 2: Download the sheet highlighted to populate with required information.

 

Screen Shot 2021-11-24 at 10.26.06 AM

 

Step 3: Once populated correctly, click 'choose file', select your .csv sheet that you've saved then click 'upload'.

 

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Step 4: Verify all information is correct without errors then click 'Import' if all information is correct.

 

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If errors were found, you'll receive the following type of message. Correct any errors and re-upload your .csv file.

 

import error

 

Step 5: Congratulations! Import was successful, continue to your dashboard!

 

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