Actions

Import

To activate an import, select the check box and the file name.  If you wish to suspend the import, uncheck the box.

Note:  You must have already mapped the fields prior to running the import process.

Select a file with the Windows File Dialog Box, which can be opened by clicking on the in-cell button.

 

Transmitting Files

Select an option appropriate to your situation:

--always (will not send 0 record files)

--if new records are imported

--no (never)

Note:  You must have already performed a 'manual' (non-automated) import and transmission prior to automating the process.

 

Backup/Publish to Server

Select an option appropriate to your situation:

--always

--if over 1 day old, 2 days old, etc...

--no (never)

Use this feature to backup your files to a server

 

 

Knowledge Base Article: KB2095

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