Presets
If you regularly load files into the same object — for example, a vendor lead file every week — you would otherwise have to re-select the object, action, field mappings, and default values every time. Presets let you save all of that configuration and reapply it in one click.
A Preset saves everything in Quick Loader except the input data/file itself.
Create a Preset
- Click the Presets button.
- Click New Preset.
- Enter a short, descriptive name.
- Click Ok.
Load a Preset
- Click the Presets button.
- Click Load → <Preset Name>.
All saved settings will be applied to Quick Loader.
Update a Preset
- Click the Presets button.
- Click Update → <Preset Name> or Update Current Preset <Preset Name>.
The preset is overwritten with the current Quick Loader settings.
Delete a Preset
- Click the Presets button.
- Click Delete → <Preset Name>.