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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, clickImage Removed.

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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:

  1. Click Configure on the task pane and go to Templates from the left menu.
  2. The list of existing templates appears. Search the template you want to activate.

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    Alternately, you can search the template in the search box (Image Added).
  3. Click Image Added to activate the template.
  4. Click Yes, turn On for confirmation.

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  5. The template is now activated. (Image Added). You can use it for transactions.

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    Only Company can activate the templates.