From within Importacular go to the help menu and select About Importacular




Then from the advanced menu select Import and Export a Template




The Import and Export a Template window appears:




To Import:


Press the import button, select the template file to import and press OK. This is now imported, the template will appear in the list and you can press the close button to close the window.



To Export:


Select the template.

If you are importing this template to be used on another system then tick the "Prepare for use as a default setting?" tick box.

If you are using this function as a backup of your templates and want to reimport in order to overwrite the existing template then untick this box.


Press Export and select a location and file name.

The template is now exported and you can press the close button to exit.


To Backup and Restore all templates:

This does the same as a single export except that you are backing up and restoring all of your templates and not just a single one. On restoring you will overwrite any existing template of the same name.


To clone a template for use as a file based data source:


Select the template.

Press the Clone for File button. This will create a copy of the template that can be used for a file based data source. This is ideal when you have a control report, want to fix the exceptions and import them back into Raiser's Edge.


Delete:

You are able to delete a single template by selecting the template and pressing Delete. This can also be done from the template window itself.