Import Campaign

This option is used to import campaign details from an external file (which must exist in /dti/exchange/cm). The import will create new campaigns, as well as parent campaigns, if they do not yet exist. See the User Manual for the format (defined by File Map).

To use this option:

1. In Graphical Setup, select Accounting | Import Campaign to display the Campaign Setup Import window.
2. Click Add and complete the following fields:

   • Read Option—Select Edit or Commit.

   • File Format—Select the file format created in File Map. Note: A file map must be created in advance with a usage of “CampaignImp.”

   • File Name—The default file name will be displayed. You can change it if desired.

3. Click OK and then Continue to complete the import.