You may want to map using a Microsoft Excel file for the following reasons:
You are converting from another Thomson Reuters application and the mapping is already in Excel.
You are familiar with Excel and find it easy to use.
You want to save your map to Excel for record keeping purposes.
You want to print your mapping information.
Export generates an Excel template that helps perform mapping, and can be imported to create or update mapped accounts. A map can be exported at any time.
To export a map:
On the main menu bar, select
Configuration
, then
Mappings
.
On the Mappings screen, select the hyperlink in the
Name
column for the map that you want to export.
Select the export icon .
After the export completes, the exported file is available in your default download location.