Create/Edit Export Profile
The Create Export Profile page enables you to create profiles for personal use or for use by other company users. After a profile has been created, it can be used an unlimited number of times to export payment data.
The Edit Export Profile page enables you to modify profile details with a few exceptions. Otherwise, the fields are the same as on the Create Export Profile Page.
Profile Information
- Profile Name
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The name that will be used to identify the profile in the system
- Description
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A generic description, which should indicate to other users how the export is used
It should be clear and descriptive, particularly if you are making the profile available to other users.
- File Format
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The general file format for files that will be exported using the profile—either a standard or user-defined format
Note: When editing a profile, this field cannot be changed.
The first three fields appear initially. When you click Select, some or all of the following fields appear depending on the File Format selection.
- Format Type
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The available character-delimited formats, such as comma-separated.
When the selected format is user-defined, the format is comma-separated.
Note: For the NACHA file format, this field does not appear. When editing a profile, this field cannot be changed. - File Content Type
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The type of payment data exported with the profile
File content types include the following:
- Payments
- Templates
- Recipients (only available for ACH, user-defined exports)
Note: When editing a profile, this field cannot be changed. - Payment Type
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The payment type to be exported using the export profile
This field applies only to user-defined payment and template exports.
- Options
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Specifies whether the exported file should include header and footer records
Export Field Selection
- Available Fields
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A field can be added to the profile by selecting it in the list and clicking the right arrow button.
- Fields Included in File
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A field can be removed from the profile by selecting it in the list and clicking the left arrow icon. The Up and Down buttons can be used as needed to order the fields.
