Importing Profiles

To import profiles:

1. Select Profiles.
2. Select Actions, and then Import.
3. In Import Profiles, enter:
   1. File

      Enter or click Browse to locate the import file.

   2. Import Type

      Select one:

      • Replace—Replaces the definition of a profile with the definition in the import file. This option replaces the profile detail with the detail that is in the file that you are importing.

      • Update—Updates partial information for profiles. Account Segment values are required. For example, in the import file, you changed profile instructions or reassigned reviewers. You also made the same change to a large number of profiles; for example, adding a new attribute to 100 of 400 profiles. This option is not a full replacement of the profile details; only details for the attributes specified in the file are updated. For example, if the import file has only a column for a profiles instructions, then the preparer, reviewers, and other attributes are not affected.

   3. Date Format

      Select a Date Format from the drop down list of allowed date formats. Date formats are not translated. By default, the date format is set to the locale date format of the exported file location.

      For example:

      • MM/dd/yyyy

      • dd/MM/yyyy

      • dd-MMM-yy

      • MMM d, yyyy

   4. Select a file delimiter for the import file (Comma or Tab). Comma is selected by default.
   5. Click Import. An import summary status is displayed:

      • If the import is successful, Import Success displays the number of profiles imported.

      • If the import generates errors, the profiles with errors are not imported, and Import Errors identifies errors.

4. Click OK to save the profiles that were imported successfully and discard those that contained errors.