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New Feature - Saved Import Settings

Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: Jan 8, 2016
Brandon   |   Posted: Jan 8, 2016
We've added a new feature for premium members that allows you to save your 'Field Matching' settings so you can easily retrieve them when you import another file.

This will be useful if you regularly import files from the same source and need to change the field matching options each time. Now, you simply retrieve a saved setting option and it will automatically use those saved settings for all the options on the Field Matching page.

To save some import settings, import the file, adjust the settings as normal and then import the transactions. On the import verification page you'll see a link above the transactions that will let you expand the Save Import Settings Form. The form will let you set a custom name for your saved settings that you will be able to select from on the Field Matching page.
luislalg
Member since:
February 2014
Posted: Feb 5, 2016
luislalg   |   Posted: Feb 5, 2016
Hi, how can i delete an "saved importing setting"?

TK
Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: Feb 11, 2016
Brandon   |   Posted: Feb 11, 2016
We've added a link next to the Saved Import Setting drop down list that takes you to a page where you can delete a saved setting.

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