Activate a datafeed
Datafeeds need to be Activated before data can be imported. At least one Adviser Mapping is required before a datafeed can be activated.
Go to Admin > Integration > System datafeeds
Then go to Platforms > Summary options, you can also access this by clicking and searching for that through Quick Nav options
Then you can see list of various platforms;
3.a Activate - The ones that haven't been activated
3.b Disable/edit - These one have already been activated, they are currently in use or have been activated
To activate, just click on the "Activate" button and that would then activate the datafeed.
Platform Processing Options
Once the datafeed has been Activated, then the platform processing options can be set.
It is recommended that the default settings are used.
If changed, platform level options will apply to all advisers who are receiving the datafeed, however they can be overridden by adviser level processing options as discussed above in the section Adviser Processing Options.
Click here for the video.
Go to Admin > Platforms > Summary then select the Edit button next to Activated platform (Disable button).
Next screen you will see the e.g. Aberdeen datafeed with the different configure datafeed tabs like Default Values, Schedules, Transaction Type Mappings and Income Type Mappings.
On Default Values, when you hover over the details you will see information about them. It is recommended to leave these as default and only change them when you're aware of the consequences of doing so.
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