Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Import data

Spreadsheet import mapping templates

During the spreadsheet import process, you must map the spreadsheet data to data fields in the application. If you import data from multiple spreadsheets for the same client, you can save time by mapping information from a prior import as a mapping template.
In the Column Mappings screen of the spreadsheet import wizard, right-click in the
Template
 field, then choose one of the following commands from the context menu.
  • Add Template:
     Saves mapping information as a template.
    important
    You'll need to do this before you map the columns, otherwise the application won't save the template.
  • Edit Template:
     Changes the name of a mapping template.
  • Delete Template:
     Deletes a saved mapping template.
note
Mapping templates are client-specific.

Related Content

Related Content