Import Settings
Big Business saves Import Settings to simplify the process and reduce errors.
This Solution describes saving, editing, and deleting Imports. (5996)
To Save your Import Settings
1. Select the Import tool from the Maintenance toolbar
2. Select an appropriate file to import in the Open dialog
3. Select an existing entry from the Import Into... list
4. Map the Import, selecting Available and Insertion choices and clicking Insert
5. Set the Don't Import Header checkbox (to skip a row with Names/Headers)
6. Edit the Tag as needed (for later searching)
• To force the Tag to be blank enter an exclamation point, !, in the Tag field
7. Click Save As...
8. Enter a brief Name, which will appear on the Import Into... list
9. Click Cancel if you are done, or click OK to import the file selected in Step 2
To edit an Import:
• Follow the steps above, selecting your Import in Step 3, and clicking Save in Step 7
To Delete an Import:
• Follow the Steps 1-3 above, selecting your Import in Step 3, and then click Delete.
To use your saved Import:
1. Select the Import tool from the Maintenance toolbar
2. Select an appropriate file to import in the Open dialog
3. Select your saved Import from the Import Into... list
4. Click OK to import
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