| 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, Fixed-width template. The Add a fixed-width file mapping template screen appears on the Step 1: Read file columns form. |
| 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 Layout file, in the File location field, select the location of the layout file to base the mapping template on. The layout file specifies the start and end position and field length for each field in the import file. |
| • | From server file: Select this option to choose a file from the network directory import source. In the Layout file field, select the layout file from the drop-down. |
| • | From local file: Select this option to choose a file from your workstation. Click the green arrow to browse to the layout file. |
| 7. | To specify the first row of the import file as the header row, select First row is header. |
| 8. | In the Layout file column mapping grid, select the column from the layout file that maps to the Field name, Start position, or End position layout value in the program. You must map all three of these values. |
| 9. | To automatically match columns in the layout file to program layout values, click Auto-map. The program attempts to match the program layout values to similarly named columns in the selected layout file. You can adjust these as necessary. |
| 10. | Click Next. The Step 2: Map file to batch columns form appears. On this form, you map batch template columns with columns in the import file. |
| 11. | 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. |
| 12. | The Batch template column of the grid lists the columns from the selected batch template. In the Import file column, select the column from the selected import file that matches the batch template column. As you select import file columns, the Start position, End position, and Field width values update automatically based on specifications from the selected layout file. |
To automatically match columns in the import file to fields 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.
| 13. | When Collection field appears in the Import file column, select the field and click Map collection field. The Collection field column map screen for the selected field appears. |
| • | 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. |
| • | 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 to return to the Add a fixed-width file mapping template screen. |
| 14. | When the import file includes rows with batch summary data, select Batch summary row prefix characters and enter the prefix characters used to identify the rows, such as "BS." |
| 15. | When the import file includes rows with file summary information, select File summary row prefix characters and enter the prefix characters used to identify the rows, such as "FS." |
| 16. | To save the mapping template and return to the Import File Templates page, click Save. |