This section covers Data Exchanges which are modifications that provide both import and export features.

 

Below we list common steps for setup and design of exchanges. Some modifications may not conform.

 

Basic Setup in entrée V4

1.Obtain your FTP connection information from your vendor.

2.Mark Customers in the entrée Customer File.

3.Update the Security Management settings for entrée user accounts.

4.Configure FTP connections.

5.Configure IDs Settings.

6.Test the FTP import & export connections.

7.Check the data in your files to be sure it is correct.

8.Setup and test the TEA Scheduler for your import & export tasks.

9.Go live.

 

Folder Locations

Usually in entrée V4 SQL will create two data folders one will be stored in your necs_shared\01\Export

necs_shared\01\Import.

 

Where "01" is the entrée company number.