The EDI Manager will display a list of IMPORT & EXPORT templates. You can add a new template by pressing the “+” button or edit by selecting the template desired and double clicking on it.
Here is the breakdown of what an EDI Import template screen looks like:
Step 1: Map Data to Import
To map an Import, you must define a “record format”, “delimiter”, and a “user defined table” used to store imported data temporarily.
What is a record file format?
A file record file format is how the data fields in each record is organized. In the example above field 1 (one) “acct#”, field 2 (two) “first name”, field 3 (three) “last name”, field 4 (four) “phone”, field 5 (five) “amount due”, field 6 (six) “last payment date”.
What is a file record delimiter?
A file record format is how the data file is delimited or organized.
For example, if you have a comma delimited file you file that looks like this:
Step 2: Data Mapping
The incoming data fields from a file must be mapped to corresponding fields in the IMPACT system. Map source file fields to IMPACT fields by using the TMD (Temporary Mapping Definition) UI tool illustrated below:
Step 3: Evaluate ,Transform and Filter Import Data
Within the EDI IMPORT template, you can append an SOD Workflow that will evaluate every record field imported on-the-fly as well as filter and/or transform data value prior import.