How do I transfer a KPI template with Google Sheets?

This is how you transfer the KPI template.

1. Click Financials > Data Management in the left menu and then click the download button for “KPI template” under the Export tab.
2. In the export settings, select Google Sheets and the current account or connect a new account (see above for instructions).
3. Enter other settings and click "Export" to transfer the template to Google Sheets.
4. Edit the file in Google Sheets.
5. Go to Financials Data Management Google Sheets and click the sync button to transfer the data to Boardeaser.