2017-3Q: SIMPLer: Import Template

The customer import tool has been enhanced to allow operators to save an import template for future use.

To avail of this feature please visit Settings - Import data as per Fig. 1.

Fig. 1: Settings - Import Data

Load the table you wish to populate.

Fig. 2: Load Table

Prepare the ordering of your file by moving the appropriate fields from the "unselected fields" section to the "selected fields" section. Enter the name you wish to give your saved template and click "save".

Fig. 3: Save Template

The next time you visit the import table in question you will have the option to "load" the saved template. This will populate the "selected fields" section with the exact ordering as saved in the template. This is useful for operators who perform frequent imports using the same format and order.

Fig. 4: Load Saved Template