The import feature in OnRamp empowers you to quickly bring your onboarding process into a playbook via an Excel document.
To get started, download our template:
In OnRamp, go to Settings.
Click on Imports.
Choose "Download Import Template" in the top right.
Next, add your information to the template. There is one sheet for each type of information:
Playbooks
Modules
Tasks
Tip: if you don't use Excel, import the template into Google Sheets, edit, and then export to an Excel file from Google.
Finally, save your work and import into OnRamp:
