Using Static File Format for a Scheduled Import

When configuring a scheduled import, one of the mapping modes available consists of using a static file format. This file format tells the system in which field each column of the file must be imported. Note, however, that if you change the file to import, you will also need to adjust the file format to the changes, so that columns and fields match perfectly.

How To

1. Once you are on the import configuration page, go to the Mapping section and select "Use a static file format":For details on the other option, see Using Dynamic Mapping.
   
   
2. Click Save at the bottom of the page. A sub-section for File format will appear on the left. Go to that section.
   
   
3. In the Header section, indicate the number of header lines found in the file to import, so that these lines are not imported as contact values.
   
   
4. In the Column mapping section, indicate which column goes to which field. Mapping is done in the same order as the columns in the file; for example, if the 1^st column in the file contains the first name of contacts, you will choose the field First Name in the list of fields. Once the field is selected, click on Add so that this field is added as the target field in the table.
   
   Another technique is to select all the fields in which you want to import the file data by clicking Add after each selection. Once all the fields are placed in the table, you need to place them in the same order as the file column by dragging them to the right order using the arrow icon .
   
   If you import a date, you will also need to specify the format of this date, so it is imported in the same format as the date field in the project.
   
   If there is a file column you do not want to import, you just need to leave this row empty by dragging an empty row to its place.
   
   
5. Make sure the order of the fields is exactly the same as the order of the columns. If this is not the case, the values in the columns will not be imported into the right fields.
   
   
6. Continue the scheduled import configuration.