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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

  1. Click the Presets button.
  2. Click New Preset.
  3. Enter a short, descriptive name.
  4. Click Ok.

Load a Preset

  1. Click the Presets button.
  2. Click Load → <Preset Name>.

All saved settings will be applied to Quick Loader.

Update a Preset

  1. Click the Presets button.
  2. Click Update → <Preset Name> or Update Current Preset <Preset Name>.

The preset is overwritten with the current Quick Loader settings.

Delete a Preset

  1. Click the Presets button.
  2. Click Delete → <Preset Name>.