Overview

The File Import main landing page allows the user to create, view, select, search for, and delete file import files. This article will review the navigation options available on the File Import page.

For guides regarding how to set up import profiles, please visit the Automated Import or Manual Import help articles.

 

1. Navigating to File Import Module- Click on the Data Icon along the left module navigation sidebar to navigate to the File Import module. This will open the page below.

 

2. New Import Profile- Clicking the blue "+Import" icon opens the File Import configuration page, allowing the user to configure a new import profile (seen below). The automation section will populate FTP information and the directory, even if the import will be manual. For more information about setting up an Import profile, please visit the relevant support article for Manual or Automated profiles shared above.

 

 

3. Delete Profile- If a profile is selected, as illustrated below, the "Delete" button becomes enabled. 

 

 

4. File Import Profiles Overview- This portion of the page displays all created Import profiles, displaying their name, file received, records and directory. Clicking the name of a Profile will open the profile for use or editing. Clicking the header row will sort profiles in ascending or descending order for the selected column.

5. Search- The Search function allows the user to search File Import profiles by their names.