Mid-Request Export/Import

You can export a request that is out of the Draft state, make edits using Microsoft Excel, and import those edits back into the request.

To use the mid-request export/import, do the following:

1. On the Requests tab, double-click the request you want to edit. The request must be out of the Draft state.
2. Click the Printer icon, and then select Export Items for Import.



3. You will receive an email with a link to the exported Excel file. Click the link to download the file.
4. Open the file in Microsoft Excel, and edit the items on the Request Items sheet.

Note: Do not alter the order of the columns in the spreadsheet.



5. After you have edited the items, select File > Save As.
6. For the file format, select CSV (Comma delimited) (*.csv).



7. In the request, click the Import .csv File button.



8. On the Mid-Request Item Import window, click the Browse button. Select your .csv file and click Open.
9. Click Upload.



10. Your changes will appear the next time you open the request.