What is an import configuration?
The import configuration is saved internally after the import process. It contains the following information about the import:
- Selected worksheet (see Select worksheet)
- Selected header (see Select headline)
- Import mode
- Field mappings between your import file and the portatour® fields you have made in the import process
- Selected key field(s) (see Key fields (IDs))
- Selected update mode per field
Download import configuration
Use the download of the import configuration if you want to upload customer data e.g. for several user accounts and do not want to re-enter the field mappings each time. Furthermore, you need the import configuration for the automated import of data via API.
Either download the import configuration directly at the end of the completed import process by clicking on Save import configuration...:
Or go to Options > Configuration for import and select the import configuration you need from For customers, For appointments, For Tasks, and For Reports (see Import configuration).
Use import configuration
When importing data, click use a previously downloaded import configuration in the Upload file step and select the relevant IMPORTCFG file in the file selection dialog (see Upload file).