Custom Import

Description

Use this page to create and import custom import formats.

Usage

Creating an Import Format

1. Click New
2. Enter a name for the format in Import Format 
3. Click Save

The following options may be set:

1. Ignore Blanks - This is checked by default. If unchecked, blank fields will no longer be ignored. E.G. a blank Address 1 field will update the value to be blank.
2. Ignore Headers - Column headers are checked by default. Uncheck this to ignore. The correct number of columns is still required.
3. Locked - This currently stops a format from being deleted. This may be updated to fully lock the format.

Once saved, columns may be added to the format.

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

Once saved, columns may be edited by clicking the pencil icon.

Available options will depend on the c

Reviewing an Import Format

Downloading a Template

What If Report

Importing

Viewing errors

Invisible Columns

Defined Columns

FAQ