Spreadsheet import mapping templates

Alerts and notices

During the spreadsheet import process, you must map the spreadsheet data to data fields in the application. If you import data from multiple spreadsheets for the same client, you can save time by mapping information from a prior import as a mapping template. In the Column Mappings screen of the spreadsheet import wizard, right-click in the Template field and then choose one of the following commands from the right-click menu.

Excel import

Note: Mapping templates are client specific.