All features

Saved Import Profiles

Save column mappings and settings as reusable profiles—private or shared—for repeat imports.

Overview

Save column mappings and settings as reusable profiles—private or shared—for repeat imports. This capability is built into PerfectoERP’s modern web application—consistent across modules, governed by your security settings, and ready for day-to-day operations.

Key highlights

  • Reload mapping in one click next month
  • Share profiles with your finance team

What's included

Reload a saved mapping in one step
Private or company profiles
Ideal for monthly or periodic loads

Demo login

Username:demo
Password:12345