The Loamy system makes it easy to get data into the platform so you can realize value quickly. To easily import existing data into Loamy, you can use one of the below templates.
Go to one of the links, select File, and then Download. You can then add in your data, and remove the dummy data that is already present. The fields with a (*) are required to be completed, and the rest of the fields are optional.
When you are ready to upload, make sure that the format you upload the file in is CSV. Uploading an Excel file or other format will cause an error. Go to the related area (i.e. Suppliers in the Suppliers tab), and then click on the Import button. You can then upload the CSV. A message will pop up if successful, otherwise an error will appear stating the cause of the failed upload.
