Update Visit Activity Data

Video Guide #

Stepwise Instructions #

1. Login to Account: Access your account by entering your credentials on the login page.
2. Navigate to Module: Hover over the relevant module, in this case, “Visit Activity”, and click on “Add New”.
3. Upload Excel Option: On the top-right corner of the screen, click on “Upload Excel”.
4. Download Sample Sheet: A popup window will appear. Click on the “Download” button to obtain the sample Excel template.
5. Prepare Excel File: Open the downloaded Excel sheet. Remove any existing sample data, but retain the column headers.
6. Enter Visit Data: Fill in the required fields with the appropriate visit activity data.
7. Save the File: Once all data is entered, save the Excel file on your system.
8. Upload Excel File: Repeat Steps 2 and 3. In the popup window, click “Choose Files”, select your updated Excel file, and then click “Upload”.
9. Upload Complete: Your visit activity data will be successfully uploaded.