Customer Forum

Saving Mapping Setting for Imports

Sharon Posted: 2019-01-17 12:08

Is it possible to save mapping settings somewhere (maybe as a template) so that when you are importing the same type of file you don't need to individually map the fields every time? I know you can transfer the data to an import template spreadsheet but I don't want to have to do this. Thanks

Sam (Workbooks Online) Posted: Fri, 18.01.2019 - 14:33

Hi Sharon,

Yes this is possible to do, on Stage 1 of an Import you have the option to use mappings from a previous import, you can then select from a list of all Imports of that record type. If the column headings in your current import file match that of a previous one it will automatically create the field mappings in stage three.

This is outlined in greater detail on our Knowledge Base, but if you do have any further questions on this please let me know.

Kind Regards,