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The Setup tab for import enables you to specify the format of the file that contains transactions to load into the database.

• Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on run ID, import ID, import file name and path name, and import start date and time, among other values.

Detail View Header

The field in the top section of this tab defines the data that displays.

Run ID

Identifier assigned to each upload. This field has a list box. The run description displays to the right of the ID. Data in the field in the bottom section of the tab define the external system. All fields are required.

Detail View

Import ID

Identifier of the import transaction. This field has a list box of transactions that have a check in the Import authorized field on the Basic Info tab of the Data -> General import -> Setup screen. The transaction description displays to the right of the ID.

If you need assistance to make a choice, contact Customer Support.