Data Import Templates List Window

Toolbar –

  • New - Click to set up a new template.

  • Delete - Select a template and then click the Delete button to delete it. Any imported data for which the template was used is not impacted by the delete.

  • Help - Click to open help that is specific to working with templates.

Data Import Templates Information – The list window shows all templates that users have created, the import Category for the template, the description if one was designated, who owns the template, and the last time the template was used for a Data Import.