FAQ icon

Importing or Exporting Audits

Importing or Exporting Audits

Import from CSV

If you already have tasks listed in a spreadsheet:

  1. Click Import CSV.
  2. Upload your file or download the example CSV to match your columns.
  3. Finsight will automatically populate your tasks.

Export CSV

Click Export CSV anytime to download your current task list for backup or offline review.

Please enter a valid email address.