1. Select an import category from the drop down menu. You can choose from: Order Imports, Payment Imports, Shipping Imports, Call Imports, Media Imports, Lead Imports and "other."
   
2. Then choose which of the import specs you wish to use for the schedule you are creating.
   
3. The 3 different types of Data Sources you can choose to retrieve files from to import, are FTP, SFTP and Email. Please see details on each below:
   

Choose a Data Source – FTP & SFTP Options-

Here is an illustration of the options available for SFTP, and what they mean:

Server Address

This is the host name of the server where files will be collected from. An IP address can also be used.

Server Port

This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.

Folder

This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.

User Name & Password

This is the user name and password for the remote server.

Pattern

Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)

Note:   If you are importing from an FTP site or an Email address, the files will need to be encrypted and the PGP key to decrypt the file will need to be imported into the system. Then you will have to attach the PGP key in the "decryption" tab of the import schedule:

Choose a Data Source – Email Options-

To import a file from an email inbox, the data source of EMAIL can be selected. Here is an illustration of the options available for Email and what they mean:

Mail Server

This is the host name of the Email server where files will be collected from. An IP address can also be used. The Email server must support the POP protocol.

User Name & Password

This is the user name and password for the remote email server.

Pattern

Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)

For general Schedule set up instructions, please see   Automated Schedules .

• Click the    Save button, the changes will be saved and the Import Schedule window will close.
  
• To cancel any of the current changes you have made, click the    Cancel button. This will close the Edit Schedule window without saving any changes.
  
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