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Editing an Import List

Editing an Import List

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Editing an Import List

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To edit an import list, do the following:

 

1.On the Dashboard home page, scroll through the Import List drop-down menu to select the desired import list. Click Edit and the Import List Editor appears for the selected import list.

 

Click to expand/collapse image
An Example of the Import List Editor for Editing the Settings for the Nutrition Services Import List

 

2.Edit the Import List Editor fields as desired. Refer to General Import List Settings for field descriptions.

 

 

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This screen also sets up low balance email notifications. Contact your RevTrak Rep to set up  low balance email notifications for you for a specific import list.

 

 

3.Click Update this Item to save your changes. A message appears indicating that your changes were successfully saved. Click Verify your changes to go to the Web Store or click on Click here to return home to go back to the Dashboard home page.

 

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You must click Update this Item to save your changes.

 

Related Topics

 

Adding an Import List to the Dashboard - Introduction

 

Adding an Import List

 

Editing an Import List

 

General Import List Settings

 

Deleting an Import List

 

Uploading an Import List