Import using templates
If you import the same data frequently, you can create a template so that you don't have to define the fields every time you perform an import. Once you create a template, the template is available on the My Templates tab of the Data Import Manager page. If you have not created any templates, the My Templates tab will not be available.
Your templates are unique to your account and can be used at any school that you have access to.
Create a template
Navigate to the Data Import Manager page.
On the Import tab, prepare the import. Refer to Import Data Using the Data Import Manager for more information. All selections are saved with the template.
Click Save Template.
Enter the template name in the Name field.
Enter a description in the Description field.
Note the mapped fields that are included in the template.
Click Save as New.
View templates
Navigate to the Data Import Manager page.
Click the My Templates tab.
Click the template name to load for export or editing.
Use the Schedule icon to schedule the template for export. For more information, refer to Schedule an Import.
Use the Delete icon to delete the template.
Apply a template
Navigate to the Data Import Manager page.
Click the My Templates tab.
Click the name of the template you want to apply.
Create a template from an existing template
Navigate to the Data Export Manager page.
Click the My Templates tab.
Click the name of the template you want to use to create a new template.
Prepare the export as needed. Refer to Import Data Using the Data Import Manager for more information.
Click Save Template.
Enter the template name in the Name field.
Enter a description in the Description field.
Click Save as New.
Edit a template
Navigate to the Data Import Manager page.
Click the My Templates tab.
Click column headings to sort templates in ascending order. Click again to sort in descending order.Click the name of the template you want to edit.
Prepare the export as needed. Refer to Import Data Using the Data Import Manager for more information.
Click Save Template.
Click Save.
Delete a template
Navigate to the Data Import Manager page.
Click the My Templates tab.
Click the Delete icon next to the template you want to delete.
Click the Confirm Delete icon.