Have an option to make a copy of import file template

Add a Copy option for import file templates.  This would be very handy when we are building a new import file template which is similar to an existing one.  The copy should ask for the new import file and keep the field mapping where the fields are named the same.  It is very tedious remapping the fields on a large file when we make slight changes.

  • David Wanless
  • May 20 2016
  • Reviewed: Voting Open
Blackbaud CRM / Import
Organization Name (Please enter full organization name) The Wilderness Society Ltd (Australia)
Reported Version 4.0
  • Feb 14, 2019

    Admin response

    This was shipped in the first release of Bulk Import in Q2 2018.  Bulk Import is available to the majority of our hosted customers.

  • Attach files
  • Admin
    Pat Conley commented
    February 15, 2019 14:30

    Thanks for your comments.  We will reset the status on this one and leave the admin note to let people know about the Bulk Import option.

    Attachments Open full size
  • David Wanless commented
    February 15, 2019 02:46

    I'm glad it's available in Bulk Import but Bulk Import is still not available in Australia as far as I know, and in any case we've been told that Bulk Import is not intended to replace Import.

    Attachments Open full size
  • Mitchell Gibbs commented
    February 14, 2019 22:22

    This is only available as part of Bulk Import? Bulk Import is not a replacement for the normal import yet and solving this with BI doesn't seem like it actually addresses this issue.

    Attachments Open full size
  • Stephen Mally commented
    February 14, 2019 21:58

    Yeah!

    Attachments Open full size
  • Deleted User commented
    July 28, 2016 21:55

    We plan to solve for this scenario in the new bulk import service functionality.

    Attachments Open full size

Related ideas