How can I Import/Export Information?

Q: How can I Import and or Export information in Operto Teams?

A1: Options to Import information are available on several pages from the Setup Menu. 

Setup -->Staff; Owners; Properties

On the upper right of the page; Choose the Import Button. 

Download the Sample CSV that is provided and fill in all of the fields. Be sure to save the file as a CSV File.

Next at the bottom of the Import page, select Choose File; Submit. 

A2:Options to Export are available on several pages and reports. 

In the upper right of each page or report use the Actions button, or Export to CSV button to extract the information from that page.