Importacular User Guide

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Managing Templates

To access Manage Templates, go to ‘Help’ and select ‘About Importacular’.

Click on ‘Advanced’ in the bottom left hand corner of the screen and then select ‘Manage Templates’.

Your import templates are specific to each data source and can be exported, backed up and imported here. 

Export, Import and Delete

For individual templates

Backup and Restore 

Beginning in version 4.5, each day that Importacular is opened a backup of the templates will be made. One will be retained each day and then two a week for up to (currently) one month. As a best practice, it is still recommended that you backup all your templates on a regular basis in addition to the automatic backup.

Clone for file 

You can duplicate a template created for a specific data source for use with a file format, for example your exceptions report from an import.

Delete

If you would like to delete templates that you no longer use, you can highlight them and then click on ‘Delete’ in order to remove them.

Add to Defaults/Remove from Defaults

You can opt to create defaults so that you can copy specific settings from one template to another. Please note that defaults are limited to like data sources.