--- title: "Import or Export a Form Template" slug: "import-a-form-template" description: "Import an existing form template into R365 or export a form template to share or reuse across your organization." updated: 2025-07-02T21:12:06Z published: 2025-07-02T21:12:06Z canonical: "docs.restaurant365.com/import-a-form-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Import or Export a Form Template Form templates can be populated through importing fields and associated sections. When importing to an existing form template, all existing fields and sections are overwritten with the fields found on the imported template. > The options details for single select and multi-select fields are not exported. --- ## Security Only users with the following permission can export or import form templates: - Administration → Form Templates → Edit Form Templates --- ## Export Steps Follow these steps to export an existing form template: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Forms page**](/doc/docs/forms-overview), then **click on the desired form** to open it.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LDI9PDSV.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****2)** Open the **action menu** in the top right.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7Z691YT8.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****3)** Select **Export Template**.** The following details for each field will be exported in a .csv file. - Task Type - Field Name - Section - Required Field (y/n) - Required Attachment (y/n/l) > [!WARNING] > The options for single select and multi-select fields are not exported. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M4FS0ZXD.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) --- ## Import Steps Follow these steps to import a form template: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Forms page**](/doc/docs/forms-overview), then **build a new form template** or **click on an existing form template**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7E41M8Q7.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****2)** If making changes to an existing form, [**export the existing form**](/doc/docs/import-a-form-template#export-steps).** See exporting steps above. > [!WARNING] > When importing to an existing form, all existing fields and sections will be overwritten with the details from the uploaded import template. > [!WARNING] > The options for single select and multi-select fields are not exported. ****3)** Open the **action menu** in the top right.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2RHEN0CL.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****4)** Select **Import Template** to open the Import Form Template window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5XE6L95T.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****5)** If needed, click Download Template to download a blank import form template as a .csv file.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IIP3RTRI.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****6)** Enter field and section details into the downloaded import template.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YYVAABY2.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) > See import template file details below for additional information. ****7)** Click **Browse** to select the saved import template, or **drag and drop** the saved import template into the center of the import window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UQN9OGJ7.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****8)** Click **Import** to import all fields in the import template and overwrite any existing fields.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4S7Y9MKY.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****9)** If **errors** are present, review issues, click the **trashcan** button to remove the file with errors, correct the import template, and try again.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JDT2P5IV.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) ****10)** Click **Done** to close the Import Form Template window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O48PFYIM.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) --- ## Import Form Template Window ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PVNQH9U3.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Browse | Opens the file manager, where a file can be selected for upload. | | **2** | Download Template | Downloads a blank import form template in a .csv file format. | | **3** | Drag and Drop Upload Area | Uploads files dropped into the center of the window. | | **4** | Cancel | Closes the Import Form Template window without importing the uploaded file. | | **5** | Import | Imports the uploaded file. > The Import button is only enabled when a form template file has been uploaded. > [!WARNING] > Importing a form template will overwrite all existing fields and sections on the form. | --- ## Import Form Template File ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YYVAABY2.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A29%3A54Z&se=2026-10-30T22%3A29%3A54Z&sr=c&sp=r&sig=wUXtuaWi7uE8dDVfAL7x0DQ4S6KrY6bgtHplECyjzKQ%3D) | Column | Description | | --- | --- | | Task Type | Determines the field type. Acceptable entry: - Checkbox - Yes/No - Short Text - Long Text - Single Select - Multi Select - Dollars - Number - Percentage - Temperature - Date - Date Range - Date & Time - Attachment | | Field Label | Title displayed for the field. | | Section | Section for the field. > A section is created for each spelling variation found in the section column. > If one field has a section, all fields must have a section. | | Required Field (y/n) | Determines if the field is required. Acceptable entry: - **Y** - Field is required - **N** - Field is not required > If a checkbox type field is set to Y, the type will automatically be converted to yes/no. Checkbox type fields cannot be required. | | Required Attachment (y/n/l) | Determines if an attachment is required. Acceptable entry: - **Y** - Attachment is required - **N** - Attachment is not required - **L** - Live photo is required |