The most current version of the Bulk Import Template can be downloaded from the Bulk Import screen in Crunchafi Lease Accounting.
To find the template, navigate to Add Lease, then select Manual entry. Once the Add Lease screen loads, click Bulk Import in the upper-right corner. On the next screen, download the latest template version in Excel.
The bulk import screen and the template worksheet will walk you through tips on successful imports.
The template and system change from time to time. To ensure you always have the most recent template, we provide it directly in the software.
For more on Bulk Import, click here. For information about troubleshooting error logs, click here.
