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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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  1. Click the required Page
  2. Drag the Field(s) to the required position or double click to add to the end.
  3. Click Save


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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. 

  1. Display Name - The name that will show on the file
  2. 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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