Import Client

Related Information

Examples & Tutorials

Use Import/Export Create A Single Record Import Map Create A Fixed Length Import Map Use A Custom Import Routine Get Help With Import/Export Attach Credit Reports To Debtor Accounts Import From Different File Formats Batch Process Accounts After Importing Learn More About Importing And Exporting Accounts

The Client Record Type is used when you want to import Client information into Collect!. The Client form stores information about your Clients and the accounts they have listed with you.

You can also select a Client to whom imported files should be attached. If you do not specify a Client, the Import routine automatically creates a blank Client (or uses an existing blank one).

Select the Client Record Type to view a list of all the Client fields that may be referenced in the import routine.

View Client Fields

View Field Lists

Click on the links to view tables of Field Types for the specific Record Types that Import/Export processes. These tables give additional information, such as the exact fields and forms in Collect! referenced by each field type, the type of data in the field, and the size of each field.

View Accumulator Fields

View Attachment Fields

View Client Fields

View Client Attachment Fields

View Client Contact Fields

View Contact Fields

View Debtor Fields

View Debtor Cosigner Fields

View Notes Fields

View Payment Fields

View Transaction Fields

View Phone Fields

Import Client

View Field Lists

See Also