Create/Edit Import Profile

On the initial Create Import Profile page, enter the new import profile information. The page configuration changes based on selections and data entered in some fields. No page configuration has all the field options. This topic covers all the possible fields that may occur on this page.

Profile Name

The name that will be used to identify the profile in the system

The name should be clear and descriptive, particularly if the profile will be available to other users. The option to make it public is presented on the next page.

File Format

The general file format for files that will be imported using the profile

Universal Online Banker supports both standard and user-defined formats for payments and transfers.

Once you progress to the full version of the page, to change the file format, click Edit. The initial version of the page reappears, where you can change the file format.

The first two fields appear initially. After clicking the Select button, the full version of the page appears with additional options. The exact options depend on the selected file format.

Format Type

The format of the file, such as comma-separated

Note: This option applies only to user-defined profiles.

File Content Type

The type of data that will be included in the import files

The available file content types depend on the selected file format.

Payment Type

A specific type of transaction that will be included in the import, within the broader category of payment type

If importing tax payments, the tax import type is also indicated.

Note: This option applies only to user-defined profiles.

Tax Import Type

When the selected transaction type is Tax Payment, this field appears for the specific type of tax payment.

Note: This option applies only to user-defined profiles.