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- Login to the CMS.
- Navigate to Advanced Settings → Data Import.
- Existing import profiles will be displayed here.
- To create a new profile, select 'New Import Profile':
- Select the Table to be updated.
- Select the Fields to be updated. Note that the key to the table will automatically be selected.
- Click 'Save' to save the profile, or 'Run' to run without saving.
- If you selected 'Save', enter a name for your profile.
- Click 'Save' or 'Save and Run'.
- To run an existing import profile:
- Locate the profile you wish to run (use Search if required).
- Click 'Run'.
- The Required Fields are listed at the top of the page. Your CSV import file must be in this format.
- Click 'Download Blank CSV File' if you wish to download a template with the correct format and column headings.
- If your site is on version 3.87 or higher, you can export the existing data for this profile (see below).
- Select optional functions:
- Replace Table - this will delete ALL records in the table and replace it with the data in the CSV file.
- Ignore headings on first line - this will skip the first line in the file.
- Either click 'Select' to browse for the import file, or (if your browser supports it), drag and drop the file into the dialogue box.
- Click 'Import Now'.
- Your file will be imported and any errors will be displayed.
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