Creating and using import templates

Creating and using import templates

Creating and Saving Import Templates in Mojo

Creating an Import Template

  • Begin the import process by logging into Mojo and navigating to Data and Dialer
  • Click the "Import File" button located at the bottom left of the screen
  • Upload your data file in either CSV or Excel (XLS/XLSX) format
  • Map your file columns to the corresponding Mojo fields:
    • Match your spreadsheet columns to system fields like Name, Phone, Address, etc.
    • Mojo will display your file's column headers to help with mapping
  • Save your mapping as a template by clicking the Save Template button in the top left
  • Name your template with a descriptive, unique name (examples: "FSBO Import" or "GeoFarm Template")
  • Click Save to store your template for future use

Using a Saved Template

  • Start a new import by uploading your data file
  • Select your saved template from the dropdown menu at the top left of the mapping screen
  • Mojo will automatically apply all field mappings based on your saved template
  • Review the mappings to ensure they match your current file structure
  • Continue with the import process

Using saved import templates significantly reduces setup time for recurring imports and helps maintain consistent data organization across your database.

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