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Importing and Exporting Data from Microsoft Excel

You can export project data to .xls files for editing. You can also import data to update existing document sets, or to create and populate new project component lists.

This feature is available in the Import/Export menu.

To use this feature, you must define Excel templates under Project > Configurations > Excel export/import.
This functionality does not allow you to migrate data from one project to another project.


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