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Admin Training: Profile Import and Exporting/Importing .json Files
Mon, Mar 16
|Online via Microsoft Teams
Importing data in TRES is essential for quickly onboarding clients, maintaining clean records, and sharing templates or settings across your agency. Here’s a complete breakdown of how to import/create Client & Traveler profiles and how to export/import Action Plans, Destinations, Email Templates, Ta
Time & Location
Mar 16, 2026, 3:00 PM – 4:00 PM EDT
Online via Microsoft Teams
About the Training
Importing data in TRES is essential for quickly onboarding clients, maintaining clean records, and sharing templates or settings across your agency. Here’s a complete breakdown of how to import/create Client & Traveler profiles and how to export/import Action Plans, Destinations, Email Templates, Tags, GL Accounts, and Views/Reports.
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