Bulk Import & Export
Batch create document records using Excel import, and export the Document Register to Excel for reporting or external review in Kazinex Workflows.
Batch create document records using Excel import, and export the Document Register to Excel for reporting or external review in Kazinex Workflows.
Step-by-step tutorial for importing a batch of document records into the Kazinex Workflows Document Register using the Excel import template.
Step-by-step tutorial for bulk-importing repeating section data from Excel into a Report Forge edition — column mapping, paste behaviour, and error handling.
Overview of third-party integrations and data import/export connections available in Kazinex products.