This is how you transfer the KPI template.
- Go to Financials > Data Management > Export and click the "KPI Template" download button.
- In the export settings, select Google Sheets and the current account or connect a new account (see above for instructions).
- Enter other settings and click "Export" to transfer the template to Google Sheets.
- Edit the file in Google Sheets.
- Go to Financials > Data Management > Google Sheets and click the sync button to transfer the data to Boardeaser.