You can configure the Customer Importer Processor to import customer information to use when distributing documents.
To configure the Customer Importer Processor:
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Enter name of new processor and click Create.
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Highlight the customer importer process name and click the Process Path button to display the Process Paths Configuration dialog box.
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Click the Settings button to display the Import Processor Configuration dialog box.
Setting
Description
Field Delimiters
Define the character that encloses each field value in the customer information file.
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Single Quote: ‘596 Main St.','Minneapolis, MN 59634'
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Double Quote: “596 Main St.”,”Minneapolis, MN 59634”
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None: 596 Main St.,Minneapolis, MN 59634
Separator
Define the character that separates each field value in the customer information file.
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Newline: each field appears on a separate line.
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Tab: each field is separated by a tab character.
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Custom: each field is separated by the specified character. In the text box, place a specific character, or use a ‘\' (back slash) and the ASCII code for the character in decimal format. For example, if a dollar sign separates the fields, input ‘$' or ‘\36' in the text box.
Process Options
Select Remove Recipients Not Found in Import File to remove all recipients not found in the index file from the database. This includes recipients that belong to other Distribution Processes.
CAUTION:Only select this option when the index file is a comprehensive recipient list.
Select Delete Import File Upon Successful Completion to have the source file deleted after successful Customer Importer Processor batch completion.
Distribution Process
Select the Distribution Process with which the Customer Information record will be stored in the database.
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You can add the keywords in any order; the only requirement is that the Order number corresponds to the field's position in the file.