Import Site List
- Click the drop-down arrow beside the Add
button and click the Import Site List button.
- The Sites Import pop-up window is displayed.
- Click the Select button and select the
document from Windows Explorer which should be a
.xlsx file and click the Next
button.
- The Sites Import pop-up window is displayed
with two columns Spreadsheet Column and
Metadata Field.
- Click the Next button and the Contacts
Import page is displayed with the contacts information and
click the Next button.
- Click the Next button and the Sites
Import page is displayed with the contact information and
click the Next button.
- Confirm that the Contact metadata fields are mapping and click
the Next button.
- The Information pop-up window is displayed with the message and OK button.
- Click the OK button and the Sites Import pop-up window displays the
Finished bar click the Complete button.
Didn’t find what you need?
Our dedicated Project Management and Client Services team will be available to meet your needs
24 hours a day, 7 days a week.
Toll Free:
(888) 391-5111
help@trialinteractive.com
© 2025 Trial Interactive. All Rights Reserved