How Do I Create an ETL Import Profile for Account Assignments?

Why are ETL Import Profiles Used?

ETL Import Profiles serve the purpose of providing a reusable configuration for loading data with the same file format. These profiles can be connected to a job, which can then be scheduled to automate the data loading process. This functionality streamlines the process of importing data into ACE and ensures consistency in handling data from similar file formats.

How can I create an ETL Import Profile for Account Assignments?

To create an ETL Import Profile for Account Assignments, follow these steps:

1. Go to Accounts → ETL Import → Profiles, New.

2. In the ETL Import section:

   1. Choose a file to upload.

   2. Open and upload the file.

   3. Enter a label for the profile.

   4. Enter a description.

   5. Enter the currency format.

   6. Verify the file type.

   7. Enter the quote character.

3. In the Data Options Section:

   1. Enter data as needed

4. Locate the Data Map Section:

   1. By default, ACE will attempt to map data from the uploaded file to the appropriate ACE fields.

   2. Confirm and correct field mapping to ensure accuracy.

   3. Save the Import Placements Profile for repeated use with identically formatted import files.

 

Where can I find more information about ETL file requirements?

To learn more about ETL file requirements, refer to the Import Layouts Category.

Where can I get detailed information on the various fields in the ETL Import Profile for Account Assignments? 

For detailed information about the various fields in the ETL Import Profile for Account Assignments, you can refer to the article titled "How Can I Load Account Assignments via ETL?"