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Uploading CSV or XLS data.

After uploading the file, you can choose to either . .


The system then checks your imported data and attempts to match incoming field names with existing fields. Those that match will be automatically selected and ticked.


Fields that are not automatically matched will need to be manually matched. Eg in the example below, the incoming imported data had a field called "LAST NAME" which does not exist in the database, so is manually match to the existing "Surname" field.



Once the fields have been match, or ignored, click the [Confirm field list / process file] button and the data will be imported.