Importing and Exporting Touch Plans in BILLIONS | Scribe

    Importing and Exporting Touch Plans in BILLIONS

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    Click here.
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    Type "import"
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    Click "Import Touch Plan(s)"
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    Click "Export Touch Plan(s)"
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    An excel file will download with all of the current plans & steps. In the excel file, delete all plans & steps except the one(s) you want to duplicate.
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    The first column "name" is the name of each *step* in the plan. These names must be unique so change them for your new plans.
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    The third column "touch plan name" is the name over the overall plan. Rename this for each step to your new plan name.
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    Save your file as a CSV
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    Click "Upload Files" & drag and drop your csv file.
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    Check to make sure your new plans & steps imported properly.