Configuring IAM Template

IAM Template defines how Vista reads an import file and maps its columns to Vista record fields.

Before you start

• Know the source file structure and the Vista records you need to create or update.
• Identify a standard template close to your import.

Steps

1. Open IAM Template.
2. On the Grid tab, find the standard template to use as a starting point.
3. Select File → Copy Template to create your custom template.
4. On the Info tab, set the delimiter type. Prefer a pipe (|) when it does not appear in your data.
5. Set the starting line number to skip header rows when the file includes them.
6. Open the Template Detail tab.
7. Map each import-file column to its Vista column.
8. For every mapped column, either select Use Viewpoint Default or enter a value in the record column.
9. Save the template.

Notes

• Do not edit standard templates directly; Vista updates can overwrite those changes.
• A comma delimiter fails when data values contain commas.
• Incomplete field mapping can block a successful import or upload.

Tips

• Always work from a custom copy of the template so updates do not wipe your configuration.