Creating import profiles

When creating an import profile, consider the format of the data to be imported and whether it requires transformation to match the format of the data where the imported data is destined.

  1. Select TRD from the main SunSystems window to open Transfer Desk.
    The form to create a new profile opens automatically.
  2. Select Import as the profile type.
  3. Specify this information:
    Name
    Specify a unique profile name. This name is used to identify the profile.
    Description
    Specify a description for the import profile.
    Target Component
    Select a target component for the import profile. The associated method, source data format and transformation are displayed.
    Target Method
    This field becomes available after the Target Component is selected.
  4. There are two sets of tabs:
    • source runtime options relevant to the profile, in the bottom section of the dialog
    • target runtime options relevant to the target component, in the top section of the dialog.
    The number and content of the runtime options tabs vary depending on both the target component, and the source data format you select.

    Each of the Overridable check boxes determine whether the relevant runtime option can be overridden during the transfer process.

  5. Click Save to save your changes.
    Note: You can use the '*' asterisk wild-card, and the '?' question mark, when entering the source and target file names.