Import profile feature

The Import Profile feature allows you to map column headers from a local file to file headers in Cashflow360℠. This mapping enables the import of records into Cashflow360 without altering existing spreadsheet organization or disrupting workflow.

Mapping column headers

When uploading a file with unrecognized column headers, a user will be prompted to map headers to the default fields in Cashflow360. The Import Profiles can be saved, allowing Users to import files with the same headers again. This will make it faster and easier to export data from an external system and import it into Cashflow360 each time.

  1. Select Settings
  2. Select Import/Export under Import/Export
  3. Select Import next to the record you're importing
  4. Choose your file to import, that has column headers that differ from the default headers of the Import Sample File for that record type
  5. Select Continue to review the Import Profile Mapping page
  6. Review the column headers in the file and choose which of our headers they represent
    • Required fields are denoted with an asterisk
      • Be sure to map these or there will be an error
  7. Enter a name for this Import Profile
    • Using the name of an existing Import Profile will overwrite the existing Profile
  8. Select the checkbox next to Default to set this Profile as Default
    • The default profile is pre-filled the next time you import the same record type
  9. Select Continue

Things to know

  • To edit an existing Import Profile, choose the Import Profile from the dropdown menu and select Modify