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 the rules shown in Date Formats.
- Invisible - This is explained in Invisible Fields.
Save changes by clicking the save button, click the Close button to cancel.
Delete the field by clicking the Delete button.
Selected fields may be reordered by dragging and dropping. Be sure to click the Save button immediately after.
Reviewing an Import Format
Click the Download Detail button to download a CSV showing all field settings for the current format.
Downloading a Template
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 first.
- Select the format in the Import section by selecting from the list or entering part of the name to search
- Click the Select File button and select the CSV file.
- Click the Import button
Once the file has imported, it will show as Pending in the list of Imports. Click the 
import button to validate and import the file.
If there are any errors, none of the data will be imported.
What If Report
Viewing errors
