Export Templates

Data can be manually or automatically exported without filters applied or templates.

Creating templates enables you to specify:

  • Type of data to export
  • Data to export
  • Data structure

Open the Export Templates tab from the Setup menu to display the Templates List, then click Add Template.

  1. Specify the name for your template in the Description field of the ID section.
  2. Choose the type of data to export:
  • ICS
  • Mandate
  • Mandates-SDD Links

The fields available for export are displayed according to the data type you selected.

  1. Select the data to export from the Available Fields list column (using the Ctrl key for multiple selection), then click the button >>> to move them to the Export the fields in the following order column.
  2. Specify this order using the Move Up and Move Down button.
  3. Click Save.
Info

You can modify export templates at any time.