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Setting up the Export/Import Utilities 

  • Select System > Utilities > Import/Export 
  • Choose your delimiter. Press F1 for tab delimited or enter a comma for comma separated value 
  • Choose whether to Preview, Run, or Test the imports 
  • Select whether you want to add “non-file” information or “update existing” information 
  • Choose the path that you would like the export/import to be pulled from. (This will create the export in the file path location, or import from that location) 
  • Choose the default date and time format for your import 
  • For each import, name the file that will be generated by entering the name in the “Import File Name” field. 

Running the Export/Import Utilities 

  • Select System > Utilities > Import/Export 
  • Select the Import Type from the list 
  • Click Import 
  • Check the data to make sure the information was updated correctly.