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Adding an import account

To add an Import Account, click the Add an Import Account button and provide the following information:

  • Configuration Type:*  Select the type of data file (format) you will be uploading.

If you are uploading your own generated data file you would select CSV for the configuration type.

  • File Name:*  Enter the name of the file you will be uploading.

The file name you provide must match exactly with the file you upload into the import directory.

  • Status:*  Select if you'd like to enable the import, or leave it disabled.
  • Alert Email Address(es): Enter the email address that you would like to receive an alert if there is an import error.  Separate multiple email addresses with a comma.

Click Save Import Account

If you do not enable the account the data file will not be processed.

Editing an import account

To edit an import account, click the Edit import account settings button on the Import Accounts page, or click the Edit button on the import account's page.

Deleting an import account

To delete an import account, select the check box next to the import account you want to delete and select Delete from the Actions drop down.

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