Importing Using a Template

The use of a “template” means simply that the list of data tables is pre-selected, allowing you to skip step 6 of Creating a New Import.

1. In the Import App, select Import Data Wizard.

2. If a previous import was flagged as a template, you will be able to select that template and use those settings in the current import process.

3. Click Next.

4. On step 4, “Files,” download a copy of the default template, if desired.

Otherwise select the appropriate file for upload from your hard drive.

Follow steps 11-13 of Creating a New Import to complete the import as usual.