Setting Import Matches

1. Click on the Import / Export icon.

2. Open the import template you wish to use matches in and go to the Matches tab.

   

3. You can match up to five extra fields. When importing, if a record does not match all the fields here then a new record will be added.

4. Using the drop-down list, select the first field you want to match. In this example, I want to match the car registration number.

   

5. To make a second match, choose another field to match from the second drop-down.

   

6. Continue until you have entered all the fields you wish to match in the import, up to a maximum of five.

7. Save the import definition.