General Section

The General section is where you define the “identity” of the transfer (name/description), which systems it connects, which tables/objects it moves between, and the core behavior (Add/Update/Delete, error handling, etc.).

Main fields

  • Code: unique transfer ID (e.g., 01_CUST02_CRM_UPD).
  • Description: add a human-readable description.
  • Status: lifecycle label (e.g., Implementing/Testing/Ready/Archived).
  • Group: folder/grouping for organization + scheduling (e.g., CUST). 

Connections & tables

  • Source / Source Layout: which connection/layout reads the data (e.g., NAVODATA001).
  • Destination / Destination Layout: which connection/layout writes the data (e.g., CRMODATA001).
  • Source Table: source entity/table (e.g., CustomerCard).
  • Destination Table: target entity/table (e.g., account).
  • Link Storage: where Rapidi stores record relationships (helps matching across systems).

Behavior checkboxes

  • Enabled: transfer can run.
  • Update: update existing target records.
  • Add: create new target records.
  • Delete: delete target records (usually keep off).
  • Continue on Error: don’t stop the whole run because of 1 bad record.

Other options (Actions/Move/Delete All/Autogenerate Key/All Fields) are advanced—leave off unless you know you need them.