To modify import profile details

1. On the CitiDirect navigation bar, click Maintenance, and then click Import Profile.  The Import Profile Summary Form appears.

2. Click the Input/Modify Tab.  All available import profiles are listed.

3. Select the import profile you want to modify.  To select multiple import profiles, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

4. Click Go to Details.  The Import Profile Detail Form listing detailed information appears.

5. Make any necessary modifications.  Note:  If an import map shows a changed status of "Y," it has been changed since its inclusion in the import profile, and may require inspection.  Click here for more information on import profile fields.

6. Click Submit to save the import profile and submit it for testing.  The import profile is listed on the Input/Modify Tab with a status of "Test Required."  Click here for more information on testing import profiles.  If you selected more than one import profile to modify, the details of the next selected import profile appear.  If no other import profiles were selected, you are returned to the summary form.  Note:  If the import profile you are modifying has a status of "Active," you must save it first.  You may not Submit a profile that is already "Active."

   –OR–

   Click Save to save the import profile.  The import profile is moved to the Input/Modify Tab with a status of "Input."  The details of the next selected import profile appear.  If no other import profiles were selected, you are returned to the summary form.  Note:  If the import profile you are modifying has a status of "Active," clicking Save forces the profile back to the "Input" status.

7. Repeat steps 5 and 6 until you have modified all selected import profiles.

Notes:

• If more than one profile was selected on the summary form, and you do not want to modify the current import profile, click Next.  The details of the next import profile selected on the summary form appear in the Import Profile Detail Form.

• If you would like to save a copy of the import profile with a different name, click Save As.  The status of the existing profile will not change, and the new profile is saved with a status of "Input."

• If modifications are made to a running import profile, a warning dialog box appears.  You cannot save it with the same name; you must enter a new name for the modified import profile.

• To return to the Import Profile Summary Form at any time, click Return to Summary.

• To print out all settings specified on the form, click Print.