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This section describes the process of editing an Import Profile.


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

The page displays as follows:

This shows import profiles that have been defined previously.


Make the required changes to the profile. Types of change that might be required are:

  • the file name or path name of the source data
  • addition or deletion of fields

 

Caution! If you upload a new sample file, all your mappings will be lost and you will need to start again

 

When you have finished, click Save & Exit in the Actions menu: you will be returned to the list of Import profiles.

To exit the record without saving, click Cancel in the Actions menu.

 


Experiencing problems with importing? See the Troubleshooting Guide.

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