Import Export Wizard

Ordway Product Launch Announcement

On June 11, 2022 Ordway will migrate 8 of the most commonly used objects to our new Import Wizard. The Import Wizard features a step-by-step guided experience and a new file format to make it easy to import standard Ordway objects.

How to Prepare

Here’s how you can prepare:

Next Steps

Test your import files in Sandbox (Release June 1st)

  • Navigate to the Import Wizard (Menu -> Operations -> Import Data)
  • Download sample template(s)
  • Populate your data
  • Test import in Sandbox
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