The steps below use an inventory example, but it is the same process for all objects.

Step 1: Click the navigation menu and select Automation & Reporting > Automation > Data Mapper.

Step 2: Click Create Map at the top of the page.

Step 3: On step 1 of the Create Map wizard:

a. Enter a Map Name for this mapping so you can easily refer to it later. 
b. Select the appropriate Process using the drop-down menu. For this example, we'll use Inventory - In. 
c. Click Choose File to find and select the file you wish to use to create the map.
d. If your header row is found on anything other than the first row, set the appropriate header row in the Heads found on row field. 
e. Click Next Step.

Step 4: On step 2 of the Create Map wizard, make sure the system has detected your file properly by ensuring that the data looks correct within the Data Preview section. When complete, click Next Step.

Step 5: On step 3 of the Create Map wizard, use the drop-down menus for each field to map the column within your field to the appropriate Rithum field. 

Note: If your column name matches the Rithum column name, it will be automatically mapped for you, and you can leave the None Selected value.

Step 6: On step 4 of the Create Map wizard, confirm that you have mapped your data correctly. You can see the column headers along with your mapped data underneath. When complete, click Finish to save the mapping.

When your data map has been set up, you can create an automated job that will use the data map you just created.

Step 1:  Click the navigation menu and select Automation & Reporting > Automation > Jobs.

Step 2: Click Create Job at the top of the page.

Step 3: On step 1 of the Create Job wizard:

a. Enter an appropriate Job Title.
b. Select the appropriate Process from the list. This must match the type of process you used when setting up the data map. For example, if the data map was a Inventory - Import you must choose the same on this page in order to use that data map.
c. From the Standard drop-down, select Custom Map.
d. Select the appropriate data map from the Map Name drop-down menu.
e. Click Next Step.

Step 4: On step 2 of the Create Job wizard, review the following options:

• Import Source: Select from where you will import your document. The default option is a Rithum-hosted SFTP site. If you choose to use that option, the Username, Password, and Location fields will be automatically populated.
• For EDI import jobs, choose whether or not you want to receive a 997 acknowledgement back for documents sent to the platform.
• Be sure to include an email address so you'll be notified of any job failures.

Click Next Step.

Step 5: On step 3 of the Create Job wizard, set the job schedule:

• If you wish to run the job manually, meaning that the system will not run the job automatically, choose Manually and click Save Job.
• If you wish to have the system run the job on a schedule, change the Run this Job drop-down to the appropriate option (Hourly, Daily or Weekly). If you choose Daily or Weekly, then you will also see other options allowing you to specify the time of day to run the job. Once you have set the schedule according to your needs, click Save Job.

Your new job will be displayed within the Jobs page. From here, you can run the job or come back at any time to view its history.