ExpenseConnect:
Instructions for exporting your field mappings:
- Open the Field Mappings form in the ExpenseConnect section
- Chose a path next to the Export button
- Click Export
- The file will show up as Field_Mappings.csv in the path you chose in step #2
Instructions for importing your field mappings:
- Save the file to be imported to your desktop
- Open the Field Mappings form in the ExpenseConnect section
- Select the file saved in step #1 as the file to import next to the Import button
- Click Import
InvoiceConnect:
Instructions for exporting your field mappings:
- Open the Field Mappings form in the InvoiceConnect section
- Chose a path next to the Export button
- Click Export
- The file will show up as Field_Mappings.csv in the path you chose in step #2
Instructions for importing your field mappings:
- Save the file to be imported to your desktop
- Open the Field Mappings form in the InvoiceConnect section
- Select the file to be imported as the file to import using the file selector next to the Import button
- Click Import
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