PVE - Set Default Import Settings

In this article we will review how to set default import settings for your entity when you are importing new data groups.

Please be aware, these settings will be changed for the entity as a whole, any changes here will affect how all data groups are imported into your entity.

First, you will need to login to your entity as an Administrator.

Then you will click on your name in the top-right, and then select the “Administration” button.

You will then need to click on the “Import” tab of the Entity Properties menu.

Here you will find the various options that can be used when importing data groups.

Default Import Data Group State
Default Import Type
Import Error Handling
Reload
Default Import Copy Settings
Email
Data Group Auto-Mapping

When you make any changes here you will need to click on “Save” at the bottom for the changes to stick.

Please reach out to the CASO team if you have any questions on the options listed here.