1. Click Into Tools & Settings
- Select the 'Import New Records' option
- Before creating your new job import, you will need to download the TrackerRMS proforma sheet for the record you are adding to the database
- Download the proforma template associated to the records you are importing, and fill out that sheet with the data you would like to have filled in tracker
- Once you have completed the proforma template, click on create new job import
- Select the record you are importing to, and upload the completed proforma template by clicking on 'Choose File'
- Another item to take not of is this question 'How would you like to deal with unmatched records in TrackerRMS?'
- Make sure you select one of the following options
- Once you have completed filling out all of the required fields, select Continue and you will have successfully imported your records