ADD RECORDS - IMPORT

Note: To add registrations or certificates, you must have an Account Owner or Editor role.

"Learn more about User Roles"

Spreadsheet upload restricted to 200 records max to prevent performance degradation. Free trial accounts are restricted to 250 non-archived records.

If you have your registration or certificate details stored in an Excel spreadsheet, you can import all of your existing registration or certificate details into RAMS by uploading the spreadsheet.

Although you can upload any spreadsheet, we suggest you use Excel to place your registration or certificate details in the Rams spreadsheet template to fully automate the import process.

To Add records by import:

  1. Go to Registration Tracker> Records.
  2. On the Records screen, click the “Add” button.
  3. Click the “Import from a spreadsheet” button.
  4. Click the “Upload spreadsheet” button, or simply drag your spreadsheet onto the button.  *Note for records that do not expire, enter DNE in the expiration date field. 
  5. After the spreadsheet has finished uploading, click the “Next” button.
  6. If you did not use the RAMS Excel template, you will see a screen that requires you to indicate which columns in your spreadsheet contain the data that RAMS expects to find.
  7. For each field that you wish to populate, click on the adjacent drop-down menu and select the column heading containing the associated data. If you’re unsure what information RAMS expects for a given field, place the mouse cursor over the question mark next to the field name and you’ll see an explanation of the field. After you identify all the data contained in your spreadsheet, click “Next”.
  8. After RAMS analyzes your spreadsheet, it will show a preview of the imported data. If RAMS detects any problems in the data, such as a country name it doesn't recognize or an unrecognized date format, it will highlight problematic registration in red and enable you to edit the registration details before completing the import process.
  9. Once you’ve reviewed the data, click the “Finish” button and RAMS will add all the registration or certificate records to your account.