Skip to main content
How do I transfer a KPI template with Google Sheets?
This is how you transfer KPI template
- Go to Financials > Data Management > Export and click the download button for “KPI Template”
- 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
- Go to Finance > Data Management > Google Sheets and click the sync button to transfer the data to Boardeaser