Overview
The Employee Preloading Template is a Microsoft Excel® spreadsheet that uses macros to validate input data and prefilled information in Employee accounts during the import process. If macros are blocked, Quote+ can't upload the template. This article shows how to unblock macros in Excel for successful imports into your Quote+ account.
IN THIS ARTICLE
Update Microsoft Excel
Updating your desktop-based Microsoft Excel app to the latest version can sometimes resolve the issue. Ensure you have the latest version downloaded.
How to unblock macros in Excel
- After downloading the Employee Preloading Template, locate the file on your computer. It should be named EmployeeCensusImport.xlsm.
- Downloaded files are typically saved to your computer's 'Downloads' folder by default. For a shortcut to this folder, go to your web browser's recent download history and select the 'Show in folder' icon to open it in File Explorer (Windows) or Finder (Mac). Please note, the recent download history can be found in different places depending on the browser.
- In the file folder, right-click on the template file and select ‘Properties’ in the dropdown menu.
- Check the ‘Unblock’ checkbox and select the ‘Apply’ button.
- Open the file and enable editing and content. Then, fill in the template and import when finished. Refer to this article for import instructions.