Maintaining a Saved Import Configuration

Completing the Import Manager wizard in workbench includes an option to save an import configuration (see Running a Data Import here). Viewing a saved configuration allows you to confirm the current settings. Editing a saved configuration affects future imports and can be a valuable step in the process of creating and testing an import to ensure the correct data is received in the proper manner.

View a Saved Import Configuration

After clicking the Finish button on the Import Manager wizard, the option to save the configuration is displayed. Although all classification folders are available, using a specific folder for import configurations makes it easier to locate them for review.

Note: If you know the name of the configuration, use the Goto search option to find it anywhere in the Tree.

Edit a Saved Import Configuration

These editing options are available to update the selected configuration.

  1. Select an import configuration, right-click and select Edit import configuration option.

  1. The Import Manager wizard opens on Select Data Source.
  2. Make all changes and click the Finish button to update the selected configuration.