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Can I upload workflow templates from a CSV or Excel file?
Can I upload workflow templates from a CSV or Excel file?

When creating templates can I upload a CSV or Excel file?

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a year ago

Unfortunately, at this time, you cannot upload a workflow template into Financial Cents through a CSV or Excel file.

However, you can copy and paste a workflow template into Financial Cents. When creating templates, there is an easier way to input multiple tasks at once.

To do this, you can copy an entire column from Excel or a CSV and then paste it into Financial Cents as shown below:

Also, you can watch this video on how to do it.

Also, if you have friends that use Financial Cents they can share their workflow templates with you so you don't have to recreate them! Here is an article how it works.

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