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Tools

Auto-match fields: tells IFI to un-do any field mappings you've created and try to automatically determine what incoming fields go to which modules.

Verify field matches: has each active module check to see that any required fields are present.

Module-specific options: shows a dialog with options that are appropriate to the modules which are enabled.

Save settings: saves the import task, field mappings and module-specific options you've specified into a file so you can re-use them again later. This is very handy if you import the same type of file more than once.

Load settings: loads a saved task, field mappings and module-specific options. This will fail if the file you open has a task which isn't valid for where you are now.

Reload file: if you've made changes to the file you’re trying to import using another program, click this to have IFI reload the file to see the latest update. Note: IFI may fail if it’s not able to open the file, which will happen with Excel files if Excel still has them open.

Clear "Processed" field: for all records in the current file, takes the Processed field and sets it to FALSE. Use this if you’re importing multiple types of data in different tasks, e.g. crediting volunteer hours and making assignments in one file.

Print valid fields report: for all import modules valid for the current task, prints a list of the fields and values which can be used.

See Also

Interactive File Importer (IFI)

IFI Tasks

Using IFI

IFI Module-Specific Notes

Notes On Fields and How They're Interpreted

Person Lookup