Import Profiles
An import profile tells the system how to read your file and map its columns or elements to shipment or address fields. You choose a profile every time you import a file.
A profile's Import type (Shipments or Addresses) and Import file type (CSV or XML) can both be changed later, not just at creation. Changing the import file type also changes which file settings apply — review them after switching, since CSV and XML settings are different.
Which file settings a profile needs depends on the file format. For the format-specific fields, the fields you can map and the file requirements, see CSV File Import or XML File Import.
The profiles list
Each row lists one profile:
| Column | Description |
|---|---|
| Profile name | The name of the profile. |
| Customer | The customer the profile is set up for. |
| File type | CSV or XML. |
| Import type | Shipments or Addresses. |
Filter the list by name, customer, or file type, and further filter by Import type (All import types / Shipments / Addresses) or file type (All file types / CSV / XML).
Step 1 — Information
Set the profile's Import type (Shipments or Addresses), Profile name, Description (optional), the customer the profile applies to, the encoding, and the Import file type (CSV or XML).
The file settings depend on the file type: for CSV, set the column delimiter, decimal separator, multiple value delimiter, and whether the file contains a header row; for XML, set the XML row element (a tag or an XPath) plus the decimal separator and multiple value delimiter.
Step 2 — Field mapping
Each row is a fixed destination field, grouped into tabs by the profile's import type; for each one, choose which source field in your file supplies its value. A mapping can also apply a function — None, Default Value, Transformation, Multiplication, Division, or Truncate — and some mappings are conditional on the profile's Import type.
If a value in the file needs to be converted before import — for example a country name that must become an ISO code — set the field's function to Transformation and pick the transformation to apply from the list that appears. See Transformations.
Duplicating a profile
Use Duplicate to create a copy of a profile with all its mappings and settings — a starting point for a similar profile. The copy starts with the same name as the original, so rename it before saving — creating a profile with a name that already exists is rejected.
Deleting a profile
A profile that is still in use by a file import or a data source cannot be deleted. The backend's message is shown as a toast, and there is no cascade delete — remove or reassign whatever is using the profile first.
Who can edit
Editing and deleting a profile require administrator rights. Creating and duplicating a profile do not.