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Depending upon the selected target application, the list of actions differ. |
Select the account and click Save & Next.
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If your account is not configured, or if you want to use another account, click. |
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For FTP, provide the details of the target folder and click Save & Next. For Email, provide the search criteria and click Save & Next.
Select the target schema and click Save & Next. This option appears only for Yes (Convert) data format.
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Once you defined the mapping, the next step is to activate the Template. To activate the template:
- Click Configure on the task pane and go to Templates from the left menu.
The list of existing templates appears. Search the template you want to activate.
Info Alternately, you can search the template in the search box (). - Click to activate the template.
- Click Yes, turn On for confirmation.
The template is now activated. (). You can use it for transactions.
Info Only Company can activate the templates.