To create a new reference list, navigate to the Setup tab on the main menu (1), and select Lists (2).

Lists - File Upload

• New Reference List - click the New Reference List button to create a new reference list (1)

• Enter a Name for the list (2)
• Select a Source: File Upload (3)

• Upload New File - select the .CSV file containing the list you want to import into Romify (4).
  • To create a list from scratch and ensure proper list detail formatting, use the downloadable Excel Template for Lists example ****we have provided for you (5)
• List Settings - change the List’s status from Draft to Active (6)
• Save your setup (7)
  • Clicking saving will allow you to see a preview of the list

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