Spreadsheet import mapping templates

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, then choose one of the following commands from the context menu.
  • Add Template:
    Saves mapping information as a template.
  • Edit Template:
    Changes the name of a mapping template.
  • Delete Template:
    Deletes a saved mapping template.

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