To make our app even more practical and make it faster and easier for you to create and manage data, we have our Import function that allows you to create the data in Excel and then import it into Repsly.
Here we will show how to import a schedule, and in the last picture at the bottom of this page, you will see from an example how should the spreadsheet's schedule look like.
From the Repsly manager's console, you can import schedules from Excel sheets or copy and paste your schedule directly into your system.
**Note: Task Group ID and Task Description columns don't need to be in your Excel file if you are importing the schedule without tasks. Those are not mandatory fields anymore. You just need to have a Representative ID, Place ID, Repeat every (x) week, From Date columns for the import.
*If you want to upload the Schedule with the task you can check how on this link: Import Schedule with tasks
How to import Schedules
1. Click on Schedule.
2. Click on the inverted triangle next to the new visit button. This will reveal the Import Schedule tab. Click on this tab.
3. You will now have two options for importing your schedule. If you'd like to upload an excel sheet in CVS, XLS, XLSX format, click on the upload file button and choose the document you'd like to upload. Then press upload file to complete this action.
3a. If you'd like to copy and paste your schedule in Repsly, first press the copy and paste button. Then, copy and paste your schedule into the field provided. To complete this action, the press continues, and your schedule will be uploaded.
If you need help setting up your schedule in excel, below is an example of what a common excel schedule spreadsheet looks like.