Create or update an import template
In this article:
What is an import template?
An import template is a saved version of the set of fields you select and map for an import.
The import template is useful ONLY when you are importing the exact same columns of data in multiple files over time and you want to be able to map those automatically with the click of a button (for example, when you have recurring donations from an external payment processor that you import every week or every month).
IMPORTANT NOTES:
- If even one column header name is different or the columns are laid out in a different order between your import spreadsheet and the field names saved in your import template, the import template may not work
- Your import spreadsheet column header names must be unique and the text of each column header name must match what was saved in the import template exactly (this applies to uppercase or lowercase and word spelling)
An import template is automatically generated for each import in your account, with the name of your import spreadsheet as the template name. Once your import mappings are in place, the template becomes available and is accessible from the Flex Importer page.
Update an import template
You can access or update the template by clicking the Save/update template button for your import, as shown here:
You can rename the template if you choose, and if you want to replace an existing template with this one you can select that template from within the Add or update template dropdown menu:
Select a template for a new import
To select an existing template for a new import, within the Map fields section of your import you can select the template you want to use, as shown here:
