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On the left navigation bar you will find the tools for working with IFI.
Load/save
Load/save settings |
Loads and saves the task, field mappings and module-specific options into a named setting that you can reload again in the future. (Does not save settings to or load them from a file.) |
Load settings (file) |
Loads a saved task, field mappings and module-specific options. |
Save settings (file) |
Saves the import task, field mappings and module-specific options you've specified into a file so you can re-use them again later. This is very handy if you import the same type of file more than once. |
Field matching
(This only appears after a file has been selected for import.)
Auto-match fields |
Tells IFI to un-do any field mappings you've created and try to automatically determine what incoming fields go to which modules. |
Verify field matches |
Has each active module check to see that any required fields are present. |
Import Modules
Shows which parts of VSys IFI expects to update with the data in your file.
Settings
Module-specific options |
Shows a dialog with options that are appropriate to the modules which are enabled. |
Tools
Reload file |
If you've made changes to the file you’re trying to import using another program, click this to have IFI reload the file to see the latest update. Note that IFI may fail if it’s not able to open the file, which will happen with Excel files if Excel still has them open. |
Clear "Processed" field |
For all records in the current file, takes the Processed field and sets it to FALSE. Use this if you’re importing multiple types of data in different tasks, e.g. crediting volunteer hours and making assignments in one file. |
Print valid fields report |
For all import modules valid for the current task, prints a list of the fields and values which can be used. |