Ad Hoc Import

Use Ad Hoc Import in the Advanced Tools submodule in the Settings module to mass-import data such as clients, skills, and zip codes. This is particularly useful after you set up your WorkBook system for the first time, and you need to upload data that is too tedious to enter one item at a time.

To use Ad Hoc Import in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.