TL;DR:
Custom import settings can be saved in the Custom Importer, exported as a .dat file, and imported into other accounts.
What are custom settings in the Custom Importer?
Custom settings allow you to save import parameters for CSV or XLS files.
This enables you to reuse the same configuration for recurring imports without setting everything up again.
Note:
It is recommended to understand how the Custom Importer works before using this feature.
How do I export custom settings?
Exporting is useful if you want to use your settings in another account.
1) Select file in the Custom Importer
Go to the Custom Importer, choose your file, and click Continue to Import.
2) Configure and save settings
After setting up your import configuration, click Save import settings as to store them.
These settings are saved only in your current account.
3) Open saved settings
Open the Save / load settings dropdown menu.
4) Export settings
Select Export current settings.
5) Download file
Your custom settings will be downloaded as a .dat file.
How do I import custom settings?
You can import existing settings files, such as:
Your own exported files
Files from FAQ articles
Files provided by the support team
1) Select file in the Custom Importer
Go to the Custom Importer, choose your file, and click Continue to Import.
2) Load settings
Open the Save / load settings dropdown and select Import settings.
3) Select .dat file
Choose your .dat file and click Load.
4) Apply settings
All parameters will be loaded and applied to your transaction import.
What should I consider when using custom settings?
The exported .dat file is only compatible with the specific CSV/XLS file format
The settings will only work if the file structure matches
Summary
Custom settings in the Custom Importer can be saved, exported, and imported. This makes recurring imports more efficient, but the settings are tied to the specific file format used.