Data Import Templates; Creating Data Import Templates - Calyx Point 7 User Manual

Data import templates

You can import data into Point from outside sources, and provide interface capabilities
from virtually any other business application.

Creating data import templates

To create a template to import data from other applications:
Select the Templates tab from the navigation panel.
1
Select
2
The
Select format of the file you are importing from the Import Format dropdown list.
3
If you are importing a file in ASCII format, click Advanced to open the
4
Import Format Settings
In the
5
example, c:\pointexp.txt).
To specify a different file to import each time you use this template, leave the field
blank.
Check the
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column headers in the first row.
Select the
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If you are importing a delimited text file, complete the table in the
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Template
Point User Guide
Data Import
and click the New button.
It is not necessary to create a template to convert files from Fannie Mae
.fnm
format 3.0 or 3.2 (
Data Import Template
dialog box where you can define the text delimiters.
field, enter the complete path name of the file to be imported (for
Input Data File
Field Name Header in First Row
Update Existing Files
screen.
Tip
).
screen is displayed.
check box if the file to be imported has
to overwrite an existing file with the same name.
Import and export templates
Advanced
Data Import
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