Edit a Data Import Template
If a custom data import template was used more than once to import records, you cannot edit the Description, File Layout, or Match Criteria. Otherwise, you can edit the template as you see fit.
To edit a data import template
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Open a browser and log on to Unite.
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On the main menu, click UTILITIES.
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On the File Processing tab, click Data Import Templates.
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In the Data Import Templates grid, click the Description for the template you want to edit.
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Edit the template options.
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You can drag and drop the fields from the Available Fields list to the Selected Fields to add them to the template. If you cannot quickly find a field to select, use the search option to find available fields. To remove data fields from the template, drag and drop the fields from the Selected Fields list to the Available Fields list. In the Selected Fields list, drag and drop fields to put them in the correct order. A top-to-bottom order in the data import template aligns with a left-to-right order in the import file. |
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If you want to see a list of fields, lengths, matching criteria, and other template details, click , and then open the file from your browser or your download folder.
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Click .