When creating a new import map, first you specify map details and apply Rule Sets. Once submitted and active, an import map is associated with an import profile, which must be tested before it can be used to import files.
On the CitiDirect navigation bar, click Maintenance, and then click Import Map Management. The Import Map Management Summary Form appears.
Click the Input/Modify Tab. All import maps with a status of "Input" or "Active" are listed.
Click New. The Import Map Management Detail Form appears. Note: Required fields are identified by a red asterisk ( * ).
In the Map Name field, enter a unique name for the import map (maximum 20 characters). Note: If you would like to copy the structure of an existing import map, click the Library Look-Up button and select a map. Once the map is selected, all related details, except the map name and description, appear on the Import Map Detail Form.
The Version Number field is automatically populated by CitiDirect.
In the Map Description field, enter a description for the import map (maximum 70 characters).
In the Business Service field, click the drop-down arrow and select the appropriate business service. If you change the selection, a Message box appears warning you that it will clear the Format, and all Rule Sets associated with that format.
In the Format field, click the Library Look-Up button and select a file format. This list will contain all of your custom formats, as well as the standard formats that CitiDirect supports.
Note: If the Library List does not contain a suitable format, you must create a custom format. Click the Define Custom Format hyperlink. A Save Changes dialog box appears. Click No to cancel this process. The Import Custom Format Summary Form appears. You cannot return directly to the import map you are creating. Click here for information on creating custom formats.
In the Region of Ownership field, click the drop-down arrow and select a region for the map.
To associate Rule Sets with the import map, you may need to do one or more of the following:
To create a new Rule Set for this import map, click Add Rule Set. The Criteria and Rule Set Builder dialog box appears. Click here for information on creating new Rule Sets.
To use an existing Rule Set, click Lookup Rule Set and search for the Rule Set you want to use. Note: You will only see Rule Sets for the format specified in the Format field. Click here for information on adding existing Rule Sets.
To delete a Rule Set from the import map, select the Rule Set and click Delete Rule Set.
To modify a Rule Set in the Rule Set list box, select it and click Go to Details. Click here for information on modifying Rule Sets.
Note: Rule Sets are processed in the order they are listed. Click here for more information on Import maps with multiple Rule Sets. Import Maps with more than one Rule Set can only contain Rule Sets for the same file format family.
Click Submit. The import map is listed on the Input/Modify Tab with an "ACTIVE" status. The import map is now available to be included in an import profile. Click here for more information on creating and testing import profiles.
–OR–
Click Save to save the import map with the name specified.
Notes:
If a mandatory field is not completed, a warning message appears. The import map status changes to "INPUT."
To return to the Import Map Management Summary Form at any time, click Return to Summary. A Save Changes dialog box appears.
Click Yes to save the Import Map.
Click No to return to the summary form without saving changes
Click Cancel to stay on the Import Map Detail Form.