| 1. | From Administration, click Import. The Import page appears. |
| 2. | Under Configuration, click Import file templates. The Import File Templates page appears. |
| 3. | Select Add, Delimited template. The Add a delimited file mapping template screen appears. |
| 4. | In the Name field, enter a name to identify the file mapping template. |
| 5. | In the Batch template field, select the batch template to associate with this mapping template. |
| 6. | Under Sample file, in the File location field, select the location of the import file to base the mapping template on. |
| • | From server file: Select this option to choose the file from the network directory import source. In the Import file field, select the sample file. |
| • | From local file: Select this option to choose the file from your workstation. In the Import file field, click the green arrow to browse to the import file. |
| 7. | To specify the first row of the import file as the header row, select First row is header. |
| 8. | In the File delimiter field, select the character used to separate values in the file. You can use any delimiter except spaces and tabs. |
| 9. | When the import file includes prefix characters to identify rows in the import file that contain detail records, select Detail record row prefix characters and enter the characters used, such as "DR" for "detail row." When the file uses prefixes, they always appear in the first column. |
| 10. | The Batch template column of the grid lists the columns from the selected batch template. To map the columns, in the Import file column, select the column from the selected import file that matches the batch template column. |
| 11. | To automatically match columns in the import file to columns in the batch template, click Auto-map. The program attempts to match the columns of the selected batch template to similarly named columns in the selected import file. You can adjust these as necessary. |
| 12. | When, in the Import file column, Collection field appears for a field, select the field and click Map collection field. The Collection field column map screen for the selected field appears. |
| a. | Collection fields can support multiple entries. In the Number field, enter the number of entries to import for the collection field. In the grid, the fields required for each entry appear. |
| b. | The Collection field column of the grid displays the fields required for each imported entry. In the Import file column, select the data from the selected import file that matches the collection field. Click OK. You return to the Add a delimited file mapping template screen. |
| 13. | When the import file includes rows with batch summary data, select Batch summary row prefix characters and enter the prefix characters used, such as "BS." |
| 14. | When the import file includes rows with file summary information, select File summary row prefix characters and enter the prefix characters used, such as "FS." |
| 15. | Click Save. You return to the Import File Templates page. |