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Saved Upload Configurations

What You’ll Learn

In this section, you will learn:

  • What is an Upload Configuration
  • When to use Upload Configurations

Upload Configurations

If you are uploading the same file multiple times, we strongly recommend that you save your configuration so you can process the file in fewer clicks.

At the end of an upload, you will be on the Summary page. There is an option to save the Configuration Name. Enter a name and click Save.

save upload configuration

The next time you are processing that file, you can select your saved upload configuration in the Upload File step. If the system recognizes all of the columns in the file based on the saved mappings, the system will automatically start processing the file and take you to the Fix Errors or Review Changes step.

use saved upload configuration


Why Use Upload Configuration

Upload Configurations are designed to save you time. It’s tedious to have to map columns, set data cleansing rules, add additional fields, etc. each time and we know you have better ways you can be spending your time.

Here’s what we’d recommend for each file type you upload regularly:

  1. Settle on the format you have from your source system.

  2. Try uploading the file at least once, if not twice, to make sure that you know what rules you want to apply.

  3. Take advantage of all the features, especially data cleansing and template application for new entities. Optimize the process to minimize the number of clicks or steps you have to take to properly add, update and remove entities from your account.

  4. Make sure you upload entities frequently enough. If you’re using the Upload Configuration properly, it should only take a few minutes to process the upload, so you could do this weekly but no less frequently than monthly.

  5. If your source file format changes, not a problem. You can edit your saved Upload Configurations at any time in Account Settings to update any field mappings, field headers, cleansing rules, additional actions, etc.

Good luck uploading!

unit Quiz
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    Error Success Question 1 of 2

    What are the benefits of saving an upload configuration? (Select all that apply)

    Error Success Question 2 of 2

    What should you do after your upload completes?

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