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What Are Import Templates?

An import template saves your field mapping configuration so you can reuse it on future uploads. Instead of manually mapping columns every time, select a saved template and the mapping applies automatically.

Saving a Template

After mapping your columns during import, use the toolbar above the mapping table:

  1. The name field is pre-filled with a suggested name (based on your file name and the current month) — keep it or type your own, such as “Monthly QuickBooks Export” or “Annual Gala Donors.”
  2. Click Save Template. The template stores which source columns map to which target fields, along with the required-field settings described below.
  3. If you loaded an existing template and then changed the mapping, the button reads Update Template (overwrite the one you started from) or Save as New (keep the original and create a second template) instead. An unsaved-changes indicator appears whenever your current mapping no longer matches what was last saved, so it’s easy to tell before you navigate away.

Using a Saved Template

  1. Upload your file on the Import page.
  2. Before manual mapping, select a saved template from the toolbar dropdown.
  3. The system applies the stored mapping. If column names match, fields are mapped instantly.
  4. Review and adjust any columns that did not match (for example, if the source file changed column names).

Viewing and Renaming a Template

  1. Go to Templates and open the Import Templates tab.
  2. Click on a template to view its mapping configuration.
  3. Change the Name or Description and click Save.

Everything else on the page — the field mappings and the Active and Default settings — is shown read-only. To change a mapping, run an import, load the template on the field-mapping step, adjust the columns, and click Update Template.

Changes do not affect previously imported batches — only future imports using the template.

Deleting a Template

  1. Open the template from the Import Templates list.
  2. Click Delete Template and confirm.

Deleting a template does not remove any data that was imported using it.

Tips

  • Create separate templates for each data source (e.g., one for your CRM export, one for your accounting software).
  • If a source system changes its export format, update the template rather than creating a new one.
  • Templates are scoped to your organization, so team members can share them.

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