Difference between revisions of "How do I import a Data Import template?"

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(Summary)
(Import)
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=== Import ===
 
=== Import ===
You need to "import" this template into Platinum before it can be used.
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You need to bring this template into Platinum before it can be used.
  
 
# Go to the {{Menu|{{IM}}}}.
 
# Go to the {{Menu|{{IM}}}}.

Revision as of 17:03, 6 February 2014

Summary

This article explains how to import a Data Import Template into your Platinum system.

More Information

You have a data import template that you have :-

  • Exported from another copy of Platinum.
  • Been sent by a member of our support team.
  • Downloaded from the support site.

Import

You need to bring this template into Platinum before it can be used.

  1. Go to the " Data Import".
  2. Use the <Shift+F7> key to Import the template.
  3. The template will then be imported into platinum.
    • If you are about to import a template with the same code as one already there you will be prompted if you want to replace the existing template.
  4. The template is now ready to use or edit.

See also


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Keywords AND Misspellings
data, import, template, data import template