How to Manage Saved Import Templates

Note: templates aren't created from this screen directly — they're created by saving a mapping at the end of the Import Leads wizard (see How to Import Leads from a CSV File). This screen is for managing and reusing ones you've already saved.

Rename, remap, delete, or reuse a saved import template without re-mapping columns from scratch every time you import from the same vendor.

Before you start

The Manage CRM Settings right, and at least one template already saved from a prior CSV import.

Steps

Edit a template

1. Go to Settings → Client Relations Manager → Manual Imports → Import Templates.
2. Click the Edit icon on the template you want to change.
3. Update the Template name and/or adjust its field mappings in the same mapping interface used during import.
4. Click Save.

Delete a template

1. Click the Delete icon on the template.
2. Confirm: "Are you sure you want to delete the template '{name}'? This cannot be undone."

Import a new file using a saved template

1. Click the upload icon (Upload new file against this template) on the template you want to reuse.
2. Select a file — supported formats: CSV, XLS, XLSX, TXT.
3. Choose Import as-is to run it straight through with the template's saved mapping, or Adjust mapping to remap just this file's columns without changing the template itself.
4. If you adjusted the mapping, click Start import; otherwise the as-is import runs immediately.

What you'll see

Editing or deleting a template only affects future imports — it doesn't touch leads already imported with it. If a template's original market/vendor/product no longer exists, you'll be told to recreate it from the Import Leads wizard instead of trying to reuse it here.