Schedule a Schedule Data Import Process

Use the Schedule Import form to schedule a schedule data import process.

For more information, see Schedule Import Overview.

To schedule a schedule data import process:

1. On the Navigation menu, click Administration » General Import and Export » Schedule Import.

   The Schedule Import form displays.

2. On the form toolbar, select New » New Record.

3. Enter the required information and select the necessary options on the Schedule import form tabs.

4. On the Scheduled Imports tab, click the Schedule an Import button to define the schedule when you want the import process you're creating to run.

   The Schedule dialog box displays.

5. On the Schedule dialog box, enter the required information and select the necessary options on the tabs.

6. Click OK.

7. On the Schedule Import form, click Save.

What do you want to do?

Learn about the Schedule Import form toolbar

Learn about the correct format for schedule import files

Import schedule data

Modify a schedule import configuration

Export schedule data

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