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Update the Destination Schema

Use the Open dialog box to update the destination schema to include new or modified destination fields. Do this update when you update your Latitude database to a newer version, after installing Exchange Manager, or after creating the import file mappings.

To update the destination schema

  1. In the Navigation pane, click Clients.

Clients pane

  1. 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.

General tab

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

Import Files tab

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

Data Translator window

  1. In the menu bar, click Advanced > Load New Destination Schema. The Open dialog box appears.

  2. Open the folder that contains your Exchange Manager schemas (for example, "C:\Program Files (x86)\Latitude Software\Data\ExchangeDestinationSchema") and then click the destination schema file.

  3. Click Open. The destination schema appears on the Mapping tab.

Mapped fields example

Related Topics

Import File Mapping