Importing and Exporting Touch Plans in BILLIONS | Scribe

    Importing and Exporting Touch Plans in BILLIONS

    • |
    • 7 steps |
    • 4 minutes
    1
    Click here.
    2
    Type "import"
    3
    Click "Import Touch Plan(s)"
    4
    Click "Export Touch Plan(s)"
    5
    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.
    alert ordinal icon
    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.
    6
    The third column "touch plan name" is the name over the overall plan. Rename this for each step to your new plan name.
    information ordinal icon
    Save your file as a CSV
    7
    Click "Upload Files" & drag and drop your csv file.
    information ordinal icon
    Check to make sure your new plans & steps imported properly.