How do I export my Field Mappings?

ExpenseConnect:

Instructions for exporting your field mappings:

  1. Open the Field Mappings form in the ExpenseConnect section
  2. Chose a path next to the Export button
  3. Click Export
  4. The file will show up as Field_Mappings.csv in the path you chose in step #2

Instructions for importing your field mappings:

  1. Save the file to be imported to your desktop
  2. Open the Field Mappings form in the ExpenseConnect section
  3. Select the file saved in step #1 as the file to import next to the Import button
  4. Click Import

 

InvoiceConnect:

Instructions for exporting your field mappings:

  1. Open the Field Mappings form in the InvoiceConnect section
  2. Chose a path next to the Export button
  3. Click Export
  4. The file will show up as Field_Mappings.csv in the path you chose in step #2

Instructions for importing your field mappings:

  1. Save the file to be imported to your desktop
  2. Open the Field Mappings form in the InvoiceConnect section
  3. Select the file to be imported as the file to import using the file selector next to the Import button
  4. Click Import

 

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