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Use this page to create and import custom import formats.
Formats are available to all companies on your customer code.
Usage
Creating an Import Format
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- Click the required Page
- Drag the Field(s) to the required position or double click to add to the end.
- Click Save
Once saved, columns fields may be edited by clicking the pencil icon.
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Available options will depend on the con the field.
- Display Name - The name that will show on the file
- Format - Currently only for date fields. You may select an option or enter a format using explained later.
Reviewing an Import Format
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What If Report
Importing
Viewing errors
Date Formats
Invisible Columns
Defined Columns
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