How to Create a Custom Transactions Export

From the Export Mapping screen:

1. Select the Add (+) icon. 
   
   
2. Update the following fields:
   • Export Type: Custom Transactions
   • Export Name: Whatever you want to call your export!
3. Select the Save icon. 
   
   
4. Click on the Export File Components tab. 
5. Select the Add (+) icon. 
   
   

6. Use the Type drop-down menu to select the file element you would like to add. 

   

7. Once you have added all of the elements, select the Save icon. 
   
   
8. Next, select the element you would like to map. 
9. Click the Mapping button. 
   
   
10. Select the Add (+) icon. 
    
    
11. Choose the field you want to add from the Export Field drop-down menu. 
    Note: You can find a complete list of all export field options in the Standard Interface Guide, starting on page 65.
    
    
12. Once you have added all of the necessary fields, select the Save icon. 
    
    
13. Repeat the mapping steps for all file elements. 
14. On the Export File Components tab, check the Active box for each file element. 
15. Select the Save icon. 
    
    
16. From the Export Details tab, check the Active box. 
17. Select the Save icon.