Page History

...

1. Select an Import Type from the drop down list.

2. Click and a popup window appears.
   
   
   ^{Fig.2 Import Location - Searching For A Location}

    

3. Navigate to the folder that will be used for importing files.

4. Select a file located within that folder.
   
   
   ^{Fig.3 Import Location - Selecting A Location}

    

   Tip
   title Tip
   If there are no files located in the folder, you can right click within the popup and create a new document. Once it is created, select the file.

5. Click to select the location. The 'Location' field will be populated with the folder location you have selected.
   
   
   ^{Fig.4 Import Location}

    

6. Click  to save the import location for that Import Type. The 'Current Import Location' will replace the default location with the one you have selected.
   
   
   ^{Fig.5 Import Location - Current Import Location}

    

Import Fields

Anchor
Import Fields Import Fields

Import fields will determine what data to send within a file along with the order of how the data will be sent. Each import type is configurable and the fields will vary from one import type to another. You may choose to import comma separated values or fixed length file types.

To set the Import Fields:

...