Create an Import Template

While users with sufficient permissions can create and edit import templates, it is recommended that the system administrator verifies and tests them to make sure they work correctly. Import templates should be tested with one or two records on your development environment before using it on your production system.

To create an import template, open the Repository Dashboard for one of the repositories the template will be used to import data into (see Repository Dashboard). Go to the Import Templates pane at the bottom of the Repository Dashboard by either scrolling down to the pane or by clicking the Import Templates button on the top right of the Repository Dashboard.

Import Templates Pane

Click the Add button in the Import Template pane’s Activity Bar. An empty import template will be opened in the Manage Import Template editor tab.

Manage Import Template Details

Edit the template as described in Edit an Import Template. To save the import template, open the Attribute Mapping page of the Manage Import Template editor and click Save. To exit the Manage Import Template editor without saving, close the Manage Import Template editor tab.