Data Import Manager: Creating/ Updating Import Templates
Contract Insight offers the ability to import data from a structured CSV file. CSV files contain structured data and can be opened with standard spreadsheet programs such as MS Excel. Typically, the importing of data should be performed by your Cobblestone Contract Insight System Administrator.
Accessing the Data Import Manager
1. Log into the application as a System Administrator and, from the Manage/Setup top menu item, click Account Maintenance.
2. On the Account Maintenance screen click Data Import Manager on the side menu.
3. The Inbound Integration Wizard: Integration & Import File List page displays on which a user can view, add, and edit templates for the Data Import Manager.
Add a new Import Template
1. Click Add Template on the side menu.
To ensure a template is only updating existing records and not creating new ones, mark the Update Only tick-box.
Note: At least one field must have the Is Filter: (?) box marked.