Product: ImportOmatic 
Description: Instructions on creating a new profile in ImportOmatic
Environment: All
Version: All

Answer:

For versions below 3.0:

To create a new profile, you must first have available a source data file (or a sample file) with one column header row in it to select for mapping. This file must be in comma-separated value (.csv) format or in tab-delimited text (.txt) format.

To create the new profile, Select Configuration, Highlight Profiles, then click the Add button. A window opens for you to browse to the location of your source data file and select it.

Select your file either by double clicking the file or highlighting the file and clicking the Open button. A new profile opens and displays the Field Map screen. Field names are automatically populated with the column names from the header row of your source file, saving you data-entry time and ensuring that the columns in the file correspond to the rows in the mapping.

Enter a Profile ID and Description. The ID and description will be used to identify the profile you are creating. Only the ID is required. Check the Default Profile box if this is your first profile or if it will be used more frequently than other profiles.

Note: Any changes made to a file do not automatically change existing profiles. If changes are made to a file after the profile has been created, the profile must be manually changed in order to match those changes.

For versions 3.0 and above:

To create a new profile, you must first have available a source data file (or a sample file) with one column header row in it to select for mapping. This file must be in comma-separated value (.csv) format, Excel (.xlsx or .xls), or in tab-delimited text (.txt) format.

To create the new profile, Select Configuration, Highlight Profiles, then click the Add button. The "Choose Import Connector" window opens with the "Available Import Connectors" options available. If you are not using Connectors, you will select the "Data File" option by highlighting it in blue. Select "Save". The "Please Select the file to Import" window will appear for you to browse to the location of your source data file and select it.

Select your file either by double clicking the file or highlighting the file and clicking the Open button. A new profile opens and displays the Field Map screen. Field names are automatically populated with the column names from the header row of your source file, saving you data-entry time and ensuring that the columns in the file correspond to the rows in the mapping.

Enter a Profile ID and Description. The ID and description will be used to identify the profile you are creating. Only the ID is required. Check the Default Profile box if this is your first profile or if it will be used more frequently than other profiles.

Note: Any changes made to a file do not automatically change existing profiles. If changes are made to a file after the profile has been created, the profile must be manually changed in order to match those changes.

Please use the following link to locate the ImportOmatic User Guide for additional information.