You can update your templates if your data structure changes or if you need to make improvements to your mapping configuration.
Step 1: Begin using the template
Start the Bulk Upload process. Upload your file. Select the template you wish to edit
Step 2: Make changes to the mapping
Adjust any field mappings as needed in the Bulk Upload Wizard
Step 3: Save your changes
Click the "Save Mapping Template" button in the upper right corner, and choose one of the following options:
-
Overwrite the existing template: Select the same template name
-
Create a new template: Enter a new template name
Select "Save" when complete!
Not quite what you were searching for?
- Navigate back to the Bulk Upload and Edit Resource Index.
How do I edit an existing bulk upload template? | How does edit an existing bulk upload template work in EveryAction? | Why can't I edit an existing bulk upload template? | Where do I edit an existing bulk upload template in EveryAction? | What is edit an existing bulk upload template in EveryAction? | How to edit an existing bulk upload template? | Can I edit an existing bulk upload template in EveryAction?
