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Creating a Data Import Template

Another feature of the Data Import Wizard is the ability to save Data Import Templates. Data Import Templates allow you to save the settings (column mappings, header rows, etc.) for an import and use them over again for similar spreadsheets. For example, if you upload updated Individual data every quarter, you can create an Individual Quarterly Update template and use it each quarter when you update your Individual records. This will save you the time of having to set the worksheet, header row, data row, and performing column mappings.

Each entity licensed user is allowed to save five Data Import Templates.

To create a Data Import Template:

  1. Hover over the Administration module icon to expand the Administration fly-out menu.
  2. Click the Overview link to expand the Overview fly-out menu.
  3. Click the Data Import link to launch the Data Import Wizard.
  4. Follow the steps outlined above for uploading a new spreadsheet.
  5. Follow the steps for selecting the Excel Worksheet(s) and selecting the Header Row and First Data Row.
  6. Expand the Saved Templates drop-down menu.

  1. Click the Create New Template option. This will display the Description field.
  2. Enter the name for your new template in the Description field. This is the name that will display in the Saved Templates drop-down menu.

  1. Click the Save button located next to the Description field.
  2. Expand the Saved Templates drop-down menu. Your newly created template is now available to be used.

  1. Click the Next button located at the bottom of the page.
  2. Map any columns that were not automatically mapped, or change any columns you desire.
  3. Click the Next button. This will open the Import Process page.
  4. Click the Finish button. Your template and all of the associated mappings you set up are now saved for later use.