Configure Job Merge Imports

The Job Merge feature allows you to schedule job merge exports from satellite sites into the central Workflow database for reporting. To set up a job merge you must first enter a set of merge codes, and then run an import or export.

Add a Merge Location

Before you can run an import or export of merge codes, you must create at least one location.

Select the Job Accounting option on the ribbon, and then select Merge.

1. Select the Job Accounting option on the ribbon, and then select Merge.
2. Select My Merge Codes.
3. In the Import Locations section, click Add.
4. Enter a unique name for the location, and then enter a unique merge code that will identify this location.
5. Click Create.

Next, set the default field merge codes for any custom fields. You can then create and run a job merge Import/Export.

Set Default Field Merge Codes

To include custom fields in a job import or export, you must assign a merge code to each field. Custom fields with blank merge codes are not imported/exported.

1. Click the Edit buttton beside a custom field.
2. Click in the Merge Code field that appears, and enter a unique code. Click Save.
3. Repeat above for all custom fields.