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Create a lookup list in Excel to import into GoFileRoom
You can create a lookup list in Microsoft Excel using a template from GoFileRoom that you can then import.
tip
This is a great way to import your client list or add a lot of new clients, but someone in the Administrators group needs to do the import.
- In GoFileRoom, select Administration and then Manage Fileroom.
- On the Lists tab, select Manage Lookup Lists.
- Select Export, and then download the lookup list.
- Open the file in Microsoft Excel, and then add the client names and IDs in the designated columns. Don't change any other columns, including blank ones.
- Save the files as xls or xlsx format with the file name being the same as the drawer's ID. To obtain this information, follow the steps in Determine the GoFileRoom Drawer ID and List ID.
- Make sure the file is closed, and then import the lookup list into GoFileRoom.importantImporting a client list overwrites all existing clients. It could take up to 10 minutes for the clients to appear after the import is finished.