Import dialog structure
The Import function can be found in the navigation bar under Recipient, the sub-item being Import. The Import menu is split into the three page tabs Import wizard, Profile Administration and New import profile.
The Import sub-item welcomes you with the first tab: Import wizard. In this dialog you tell OpenEMM what CSV file you want to read in, and also select a matching import profile. An import profile is in principle nothing more than a set of instructions on how OpenEMM should handle the CSV data when importing it into its database. All of the import profiles stored on the system can be found under the Profile Administration tab. You create your own import profiles via the New import profile dialog window.
Before you start transferring the customer data stored in a CSV file to the recipient database by means of the import function, you should first create an import profile. This ensures that OpenEMM handles your data exactly the way you want and no errors occur upon import.
Note: If your CSV files are regularly structured in the same way, you only need to create the corresponding import profile once and from then on you can select it under Profile Administration. This will then save you time and reduce errors.