Update Prep Lists by Exporting and Importing
Prep lists can be exported from the portal into a CSV file to be edited all at once, then imported to update data.
Steps:
1. Log in to the portal at www.datecodegenie.com using the recommended browser. See Supported Internet Browser for Portal Access
2. Click the Prep Lists tab on the side bar.
3. Click the check box next to the prep lists to export.
4. Click Export List.
5. Click the downloaded CSV file to open.
6. Make desired changes to the CSV file and save.
7. Click Import List.
8. Click Choose to upload or drag and drop a CSV file.
9. Open the edited CSV file.
10. Click Next: Preview & Validate.
11. Confirm prep list changes are correct, then click Confirm & Import ( # items).
12. Import is complete and click View Prep Lists to see updated data.
