Once a custom export format is created, it is added to an export profile, which is run to export CitiDirect data to a third-party application.
On the CitiDirect navigation bar, click Maintenance, and then click Export Custom Format Definition. The Export Custom Format Summary Form appears.
Click the Input/Modify Tab.
Click New and then click Tagged. The Export Custom Format Detail Form appears.
Click the Element Definition Tab. Note: Required fields are identified by a red asterisk ( * ).
In the Format Name field, enter a name for this export custom format (maximum of 35 characters).
The Output Layout Type field defaults to Tagged.
The Business Service field defaults to Payments - Statement Data. Click the drop-down arrow if you would like to select a different business service.
In the Format Description field, enter a description (maximum of 70 characters).
From the CitiDirect Data Elements list box, select the CitiDirect data element (field) that you want to include in the output file, and then click Add. Data elements are mutually exclusive. As CitiDirect Data Elements are added, they appear in the File Export Elements list box and are removed from the list of CitiDirect Data Elements. Data elements cannot be duplicated in the Custom Export Format.
Review the File Export Elements list box for accuracy and do any of the following, if necessary:
To change the order of the elements you have added to the File Export Elements list box, select the element you want to move and click either Move Up or Move Down. Note: The order of the elements in the File Export Elements list box determines their order in the output file.
To edit an element you have added to the File Export Elements list box, select the element and click Edit. A Details Dialog box appears. To clear all the fields in the dialog box, click Clear. Make any changes to the Output Tag field and then click Submit. The changes appear in the File Export Elements list box.
To remove elements you have added to the File Export Elements list box, select the element and click Remove.
Click Save to save the custom format. The custom format is listed on the Input/Modify Tab.
–OR–
If you need to further define the export custom format, click the Settings Tab. Click here for more information.
The next step is to create an export profile to define parameters for how this custom format is to be run. Click here for more information on creating an export profile.
Notes:
For "Tagged" Custom Export Formats, the order of the elements in the File Export Elements field determines the order in the output file.
Output Tag fields left empty or undefined may lead to unexpected output.
To print the details of the current export custom format, click Print.