Define a Destination Field Value Using Hardcoded Text

Use the Define Destination Field Value dialog box to add hardcoded text to a value in the source field before storing it in the destination field.

To define a destination field value using hardcoded text

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 Text. The Text tab appears.

8. Type one or more characters before, between, or after the bracketed source field names. For example:

9.  The following format inserts a comma between the values in the LAST and FIRST name fields:

{AccountRecord/0/Last},{AccountRecord/0/First}

• The following format inserts "PC" after the value in the PaymentType field.

{PaymentType} PC

Note: Do not modify the information within the brackets {}.

10. Click OK.

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

12. 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