# Import Templates

<p class="doc-lead">Import Templates define column mappings and data format for bulk Excel/CSV imports. Run imports from <a href="#/settings/data-imports">Data Imports</a> using a saved template.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/settings/import-templates?id=overview">Overview &amp; List View</a>
<a href="#/settings/import-templates?id=fields">Fields</a>
<a href="#/settings/import-templates?id=workflow">Workflow</a>
<a href="#/settings/import-templates?id=actions">Actions</a>
<a href="#/settings/import-templates?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Settings → Others → Import Templates</b>.

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<b>List columns</b>: Id, Name, Data Format, Status.

<b>Quick filters</b>: Active (default), Suspended.

<b>List actions</b>: New, View, Edit, Suspend, Activate, Delete (multi).

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<h2 id="fields">Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Template name. |
| Data Format | Target entity and file structure. |
| Column mapping | Maps spreadsheet columns to ERP fields (on edit form). |
| Status | Active or Suspended. |

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<h2 id="workflow">Workflow</h2>

<ol>
<li>Create and activate an Import Template with correct column mapping.</li>
<li>Prepare a file matching the template format.</li>
<li>On <a href="#/settings/data-imports">Data Imports</a>, upload the file and select the template.</li>
<li>Review import status on the Data Imports list.</li>
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<h2 id="actions">Actions</h2>

New, View, Edit, Suspend, Activate, Delete.

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<h2 id="faq">FAQ</h2>

<p><b>Can I suspend a template in use?</b></p>
<p>Yes. Suspended templates cannot be selected on new <a href="#/settings/data-imports">Data Imports</a> — existing completed imports are unchanged.</p>

<p><b>What happens if a column is unmapped?</b></p>
<p>Unmapped spreadsheet columns are ignored. Required ERP fields without a column mapping cause row errors on import.</p>

<p><b>Should I test with a small file first?</b></p>
<p>Yes. Upload a few rows via Data Imports to validate mapping before full master migration.</p>

<p><b>Can one template import multiple entity types?</b></p>
<p>No. Each template targets one Data Format / entity type — create separate templates for customers, items, etc.</p>

<p><b>Why don't custom fields appear in mapping?</b></p>
<p>Custom fields must exist and be Active on the collection before they appear as mappable targets.</p>

<p><b>Can I clone an import template?</b></p>
<p>Use Edit and Save As workflow or duplicate column mapping manually — clone may not be on all list views.</p>

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/settings/data-imports">Data Imports</a></li>
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