--- title: "Create New Import/Update Template" slug: "create-new-importupdate-template" updated: 2024-01-30T14:32:35Z published: 2024-01-30T14:32:35Z canonical: "wiki.cobblestonesoftware.com/create-new-importupdate-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Create New Import/Update Template ### **Create New Import/Update Template** **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**. ![The Contract Insight main menu. Account Maintenance is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(208).png)2. On the Account Maintenance screen click **Data Import Manager** on the side menu. ![The Data Processing side menu on the Application Maintenance page. Data Import Manager is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(161).png)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. ![The Inbound Integration Wizard is highlighted on the Data Import Manager page](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/DataImportManagerScreenshot_Redacted(2).png) **Add a new Import Template** 1. Click **Add Template** on the side menu. ![The Inbound Integration Wizard Menu. Add Template is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(210).png) 2. This will bring you to the **Inbound Data Import:File Mapping** page where you will give the template a **Display Name**, specify a **File Name**. **Note:** the **File Name** must include the file extension of .csv), and then select the **Linked To** area (the table) in the system for which the template will be used. ![The File Mapping page of the Inbound Date Import Wizard. The File Name box is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(162).png) **Note:** The file name you enter must match exactly to the name of the file you wish to Import, including the file extension. Example: Employees.csv. The system will not upload any file that does not have a template with a matching file name (else the error shown below is displayed). 3. Click **Save**. The **Inbound Integration Wizard: Field Mapping** page displays. select which fields (columns) to be be included in THE template. 4. A list of fields associated with the table/area selected in the **Linked To** drop down on the previous page displays. To select and add fields to the template, click the name of the field in the **Table- Field List** then click the **navigation arrow** in the center to move the field to the **Selected Table- Field** list. Alternatively, drag and drop the fields to select. ![The Field Mapping page for the Inbound Data Import Wizard. There are two columns. The left column contains available fields, the right column contains selected fields. There is a group of arrows between the columns highlighted in green. These arrows are used to switch fields between the two columns. There is also a Save Selected Fields button highlighted in blue.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(120).png) 5. Once the field(s) to include in your template are selected, give each selected field a unique **Friendly Name**. The **Friendly Name** is the column name in your template (Excel spreadsheet). **Note:** the field layout must match the same order of the spreadsheet. **Example:** First Name must be the first column) and you may either drag and drop the fields into the correct order or you may select the field and then use the navigation arrow to move it up or down. ![A popup for the Last Name field. The Friendly Name textbox, Is Filter? checkbox, and Requires Lookup checkbox are highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/create-new-importupdate-template-image-nx0dbkdq.png) The **Is Filter:(?)** checkbox determines if the record is an insert or an update to an existing record. Select **Is Filter** for templates that will be updating and inserting. **Note:** If the **Is Filter:(?)** box is checked, the record will update any existing record with a matching value in that field. If no matching value is found, the record will be inserted as a new record. The **Requires Lookup** checkbox is referencing fields linked to Master Reference Data areas that store the **ID** of the value stored in that field's associated tab (Department, Locations, Contract Types, Employees, etc.). **Note:** If **Requires Lookup** is checked for a field, make sure the text entered into the field in the spreadsheet matches exactly with the text you have in the system for that Master Reference Data area (see below). If **Requires Lookup** is not marked, use the **ID** in your spreadsheet for the import/update. ![The Depart/Business Unit List. The Department Name and Department ID are highlighted for the first item on the list, Accounting.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/create-new-importupdate-template-image-67b3snt8.png) 6. Once all fields are selected and each selected field has a unique **Friendly Name,** click **Save Template Fields**. **Note:** For fields like **Active**, **Allow Login**, **System Admin**, and **Force Password Reset,** 1 = Yes and 0 = No. (This is not true for user defined fields. With User Defined Drop Down fields, Yes = Yes, Y = Y, No = No, N = N, etc.). **Update Only** To ensure a template is only updating existing records and not creating new ones, mark the **Update Only** tick-box. ![Update Only checkbox](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(56).png) **Note:** At least one field must have the Is Filter: (?) box marked.