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Save changes by clicking the save Save button, click the Close button to cancel.

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Click the download button to download a template for the current format. 

Importing

Importing is achieved by a two stage process. First the file data is imported. Then the data is validated and imported. Optionally, a What If report may be run firstbefore importing.

1. Select the format in the Import section by selecting from the list or entering part of the name to search
2. Click the Select File button and select the CSV file.
3. Click the Import  button

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Formats can be set on date columns to import different date formats. Select an example from the list or enter a format using the rules below. These are case sensitive.

1. d - The day of th the month, from 1 to 31
2. dd - the day of the month from 01 to 31
3. M - the month from 1 to 12
4. MM - the month from 01 to 12
5. MMM - the abbreviated name of the month (Jan, Feb...)
6. MMMM - the full name of the month
7. yy - the year from 00 to 99
8. yyyy - the year as four digits
9. yyyyy - the year as five digits. E.G. 02021
10. / - the date separator
11. Any character string not in the following list may be used as a date separator
    1.  d,dd,ddd,dddd,f,ff,fff,ffff,fffff,ffffff,fffffff,F,FF,FFF,FFFF,FFFFF,FFFFFF,FFFFFFF,g,gg,h,hh,H,HH,K,m,mm,M,MM,MMM,MMMM,s,ss,t,tt,y,yy,yyy,yyyy,yyyyy,z,zz,zzz,:,/,%

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