Adding/Editing a Bulk Load Shortcut

If you bulk load files frequently, you may want to create a Quick Bulk Load Definition, or shortcut. In the definition record, you assign a name to the shortcut, choose the category, and select the appropriate bulk load map. By default, the new shortcut, with its assigned name, appears on your Home page as one of the "buttons" you can click for quick access. This shortcut takes you to the Bulk File Load page where you only have to enter the description and file name before continuing the bulk load process. Shortcuts are defined per customer user; they cannot be shared between users.

To add or edit a file import shortcut

  1. Choose File Transfer | Load File | Quick Bulk Load Definition.

  2. To add a shortcut, click Add. To edit a shortcut, click one of the fields on the specific transaction line.

  3. Complete the Quick Bulk Load Definition fields, or make the necessary modifications.

  4. Click Save.

 

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