Import Templates

Creating a Template

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When mapping the Property Editors to the file columns, you can save a template of the mapping if this is a file that will be imported routinely.

Once you finish with your mapping, click the Save button.

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Name – name of the import template.
Update Existing Records – this will keep track of each row of the file and the record created. Please note: this makes the assumption that the file will contain the same amount of rows everytime it is imported.
Description – details of the file.

Click Ok to save.

Using a Template

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Click the Open button.

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Select the Template for the file to be used.

Click the Ok button.

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Property Editors and file columns will be mapped automatically.

Click Next to continue.

Importing a Csv File

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Right click on the List View and click the Import item.

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An Import Wizard will walk you through the importing process.

Click Next to begin.

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File – this will be the location of your file. Click the button to the right to bring up the Open Dialog.

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Navigate to the file, select the file and click Open.

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Delimiter – defaults to a comma but can be changed to a different delimiter.
File Has Column Headers – check this if your file has column headers.

Click the Next button.

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The contents of the file is loaded.

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You can filter the contents by clicking the filter button on the column header.

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The end result will be the content that is imported.

Click the Next button.

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Match the Property Editor with the file column headers.

Click the Next button.

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The content to be imported will be displayed.

Click Next to import content.

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FIle content has been imported successfully.

Click the Finish button to return to your List.

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