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To access Importing, select Modules > Import > Import Maintenance.

The page displays as follows:

This shows import profiles that have been defined previously.

To create a new profile, click Create New.

The following page displays (top of screen only shown):

There are six steps in the process:

  1. Give the profile a name
  2. Define the format of the data source
  3. Specify where the source data is located
  4. Define the field mappings
  5. Specify the import options
  6. Specify the post-import actions

 

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