Bulk Imports - Files Attached + Preview Fields Screen

The old bulk import allowed you to use the same file to run all imports. By copying and pasting data into that file and then saving that file, the import could be run automatically. In the current bulk import, your file is saved as a file name that no longer resembles the file you were importing which could you lead to importing a duplicate file if you forgot to update it. Can the import process be looking at the current version of the same file as it did before? If that isn't possible, could import file name at least be appended in some way to resemble the new file name so you have an idea of what the attached file is importing? Also, the when you click next, after the first screen, it shows fields to be imported. In database view this screen used to also show the first few lines of the actual data to be imported which was very helpful in ensuring that the correct data was being imported. Currently there are new steps for previewing that all require downloads, but it would be more efficient to see the data in real-time as it did in database view.

  • Rhonda Lightcap
  • Nov 20 2025
  • No Status
  • Attach files