Setting Up Data Format Exchange Maps

The Data Format Exchange utility is a data-mapping utility that enables you to map fields between source and target locations.

Note: This utility is useful in situations where data must be exported from or imported to Public Sector Licensing and Permitting. Currently, this utility is only used by the Export Journals to ERP process.

Business analysts create and modify Data Format Exchange maps on the Data Format Exchange page.

Adding a Data Format Exchange Map

1. Select Common Setup > Data Format Exchange.

2. On the Data Format Exchange page, click Add.

3. For the Definition step, enter values for the following fields:

   Page Element	Description
   Mapping Name and Description	Enter a name and description for the data mapping.
   Source Type	Select the type of source format to be included in the data mapping. Note: Currently, VO is the only valid value for this field.
   Target Type	Select the type of target format to be included in the data mapping. Note: Currently, CSV is the only valid value for this field.
   Enabled	Turn this switch on to make the data mapping available to select in the Mapping Name field on the Export Journals to ERP page. For more information on exporting journals, see Exporting Journal Entries.

4. Click Next.

5. For the Source step, enter values for the following fields:

   Page Element	Description
   Source Name	Selects the source view to be included in the data mapping, such as Journals to Export.

6. Click Next.

7. For the Target step, click Upload to select a file that will be updated with the results of the field mapping.

8. Click Next.

9. For the Mapping step, enter values for the following fields:

   Page Element	Description
   Target Field	Displays each field in the target format.
   Source Field	Select the source field that you want to map to each target field.
   Transform	Select an option to modify the value for the target field. Note: Currently, Constant is the only valid value for this field.
   Transform Parameter	Specify the parameter used to determine the value for the target field. For example, if the target field is Effective Date and the Transform value is Constant, the Transform Parameter might be 01/01/2018.

10. Click Submit to save the Data Format Exchange map.

    Note: At any point during the process, you can click Previous to go back one step. You can also click Cancel to exit the data mapping setup process and discard your changes.

Modifying a Data Format Exchange Map

1. Select Common Setup > Data Format Exchange.

2. Select a mapping on the Data Format Exchange page.

3. For the Definition step, you can enable or disable the data mapping.

4. Click Next.

5. You can’t update any fields in the Source step.

6. Click Next.

7. For the Target step, you can click the file link to download a copy of the file.

8. Click Next.

9. For the Mapping step, you can update the values of the Source Field, Transform, and Transform Parameter fields.

10. Click Submit to save your changes to the Data Format Exchange map.

    Note: At any point during the process, you can click Previous to go back one step. You can also click Cancel to exit the data mapping update process and discard your changes.