Description
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
- Click New
- Enter a name for the format in Import Format
- Click Save
The following options may be set:
- 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.
- Ignore Headers - Column headers are checked by default. Uncheck this to ignore. The correct number of columns is still required.
- 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.
- Click the required Page
- Drag the Field(s) to the required position or double click to add to the end.
- Click Save
Once saved, fields may be edited by clicking the 
pencil icon.
Available options will depend on 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.