Utilizing Scheduler to Import or Export via FTP

Transactions can be imported or exported using FTP and Cloud Scheduler.

NOTE: The Integration Service is not necessary to be able to use this feature.

To utilize Scheduler for import or export via FTP:

1. Click Administration in the navigation menu.

2. Click Scheduler from either the navigation menu or Administration | Scheduler from the action bar to create a new scheduled event.

3. To create a new, customized import event, click New.

4. Select Cloud Flat File from Select Integration Type. Choose the company from the Select Company drop-down.

5. Click Save to retain the changes.