Import/Export/Utilities
The Import/Export/Utilities section contains configuration settings and tools for exporting account information.
Registry Form Mapping and API (Dispatcher) Mapping
Two configuration areas are available:
Registry Form Mapping – Links fields used on the organization's registration page to the appropriate information within VIF.
API (Dispatcher) Mapping – Controls how information is mapped and passed from VIF to the dispatcher.
VIF presets both Registry Form Mapping and API Mapping as part of your organization’s initial configuration.
Important: There is no need for your organization’s administrator to change these settings.
Export Accounts
The Export Accounts utility allows administrators to download a list of accounts in your organization’s registry and their associated details. This is the best way to obtain a complete list of all accounts in your registry.
The exported information can then be opened in Microsoft Excel for review, reporting, or further analysis.
1. Select Import/Exports/Utilities from the left menu, then select Export Accounts.
2. Set the Created Dt date range for the accounts you want to include. In the example, the date range is 09/01/2026 through 09/24/2026. The Acct# and Last Update Dt fields are left blank.
3. Set Scripts to NO. In the example, the following options are also set to NO:
Script Answered
Include Questions Not Answered
Include Inactive Accounts
4. Select Download. The export request will appear in the results table with a status of In - Progress while the file is being prepared.
5. Select the refresh icon in the Link column to check the status of the export. When processing is complete, a download link will become available.
Select the link to download the file, then open it in Microsoft Excel.
Figure 4. Export Accounts. The example shows the Created Dt filters, Scripts set to NO, and an export request in progress.
Read the Exported File
The exported Excel file provides information about the registered accounts included in your selected date range. Depending on the account information available, the file includes:
Account identifiers
Active status
Account creation and update dates
Names
Contact information
Other account details
The exported file can be used for reporting, account review, and further analysis in Excel.
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