User Experience

Updates to import templates

In this release, we updated the following import templates.

Import templateProduct areaChange description

Checklists

CompanyWe removed the LOCATION_ID field to align these templates with other imports, ensuring a more consistent experience. To import checklists or checklist assignments into a specific entity, switch to that entity before importing.
Checklist assignments

Requirements

SubscriptionCompany
User typeBusiness
Permissions

Company

  • Company Setup Checklist: Run

  • Checklists: List, View, Add, Edit

  • Assignments: List, View, Add, Edit