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    Importing and exporting from Wizards

    Changing items in bulk using spreadsheet software (Excel)

    The Wizard and Sim Wizard functionality now includes the ability to export and import items into the wizard, this gives users the power to make bulk chnages with the extra functionality found within spreadsheet software such as Microsoft Excel.

    To use this functionality go through the process of setting up your wizard as described in the following article:


    When you get to the page where you apply formulas or manually edit the items you will see at the top of the page there is a section for exporting and importing:

    If we click 'Generate File' this will produce a file that we can download and edit within our spreadsheet software:

    Clicking the link above will download a file in .xlsx format, which you can then open in your spreadsheet, you can then make changes in the spreadsheet, in the example below i am adjusting the sale price:

    Once you have made your changes and saved the file, go back to the wizard and browse for the file and click 'Upload file':

    Once uploaded you should be able to see the changes reflected in the wizard as below:

    You can now commit the wizard.

    NB: Wizards are processed sequentially, so will be 'queued' and processed one after another.

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