Define a Destination Field Value Using a Switch

Use the Define Destination Field Value dialog box to switch a value in the source field to a different value before storing it to the destination field. For example, if the source file uses a two-character code to identify account statuses, create a switch to convert the code to the three-character code that Latitude uses.

To define a destination field value using a switch

1. In the Navigation pane, click Clients.

2. In the Clients pane, expand the appropriate folder and then double-click the client. The tab for the specified client appears in the Information pane.

3. Click the Import Files tab and then click the New Business, Financial Transactions, Maintenance, or Final Recall tab, depending on the import file type.

4. Click Modify File Mapping. The Data Translator window appears.

5. Click the Mapping tab.

6.  In the Destination pane, double-click a mapped destination field. The Define Destination Field Value dialog box appears.

7. Click Switch. The Switch tab appears.

8. Click Add New Row.

9. In the Source Value box, type the value that is in the source field.

10. In the Destination Value box, type the value to assign to the mapped destination field.

The following example shows the two-character codes in the source file and the values to assign to the destination field. The "@Else" source value handles data not mapped currently. In the example, if the source value isn't "UN", "MO", or "PW", Exchange Manager assigns "04211" to the destination field.

11. Click OK.

12. In the menu bar, click Advanced and then click Save Mapping Definition. The Save As dialog box appears.

13. In the File name box, type a name for the file and then click Save.

Related Topics

Map Source Fields to Destination Fields

Destination Fields

Import File Mapping