Manage Import Field Mappings

Overview | Tips

This information is applicable to the custom template mapping page of the Data Import Wizard. From the File menu, select Utilities Import.

The Manage Mappings page allows you to create and/or edit the mapping of the data in your import file to the Point of Sale data fields.

To do this task:

1. On the custom file selection page, select A dd New from the Choose File Mapping drop down list to create a new mapping file.

Or

Select an existing mapping file to edit from the drop-down list and select Manage Mappings.

2. For each applicable Point of Sale data field on the left, select the column or data field from your import file on the right from which data will be mapped to the Point of Sale field.

- Select Show all available fields or Hide advanced fields at the bottom of the dialog to toggle between views as meets your needs. Many users won't need the advanced fields available. Select the Learn More link to see descriptions of all available fields.

3. Once you have finished mapping data fields, select Save or Save As (to give new name) to make the template available for future use.

Custom Field Import (Pro)

Point of Sale provides several custom data fields for each of customer, vendor, and item records (default names of Custom Field 1, Custom Field 2, etc.). If you map data from your import file to these custom fields, the data will be imported but will not be visible in Point of Sale until you have turned on and defined the fields. See Use Custom Fields for more information.