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Download a template

A template can be downloaded into the database using the CSV Converter. Use this template to enter employee information or relationships based on the data drop-down.

Make sure to select the correct data type from the drop-down before choosing template.

Follow these steps to download a template.

  1. Click Start > Programs > Rival technologies > WingSpan Admin Tools > #client version number# > Exchange Client.
  2. Enter the URL, Username and Password.
  3. Select the data type using the drop-down menu.
  4. Click Template.

    It may take a few minutes to download the template.

  5. Once the download is complete, the template is opened in Microsoft® Excel.

    The templates have field headings marked "(required)". The "(required)" text must be removed from the heading or else the upload will fail.