Import/Export Topics

Related Information

Operations Database Transfers Import Libraries Import Samples Electronic Data Interchange Reference Import Record Types Lists Of Field Types See Also

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

This document lists additional topics related to using the import/export module in Collect! for file import/ data conversion.

Operations

How To Create A Single Record Import Map: Steps you through creating a simple import routine for importing debtors.
How To Create A Fixed Length Import Map: Steps you through creating a simple import routine for importing debtors from a fixed length text file.
How To Create An Import Map: Steps you through creating your own multiple record import routine.
How To Set Default Values For Imports: Explains how to set a default value to be entered in a field when you run an import.
Dynamic CSV Import Indexing: Explains how to use this powerful feature for parsing complex CSV data files, pulling data from only the columns you need, without having to specify skipped columns in your CSV import map. You can also quickly change a previously created import map to pull data from different columns, without having to create a new map.
Multi Character Field Delimiters: Give you details for specifying multiple delimiters for parsing complex data files. Includes a table of HEX and character codes for easy reference.
Importing Commission Rates: Explains how to set commission when importing and also lists the priority that Collect! gives each commission setting when more than one is used.
Set Commission Rates and Tax During Import: Several hidden fields on the Client, Debtor and Transaction forms enable you to access tax and commission rate fields directly within the import field specifications.
How To Batch Process Accounts After Importing: Explains an easy way to process your newly imported accounts.
Assign Accounts To A Client By Import: Explains a report and import procedure to reassign accounts to a client.
Tag By Import: Explains a report and import procedure to tag accounts for further processing.
How To Attach Credit Reports To Debtor Accounts: Explains using an import routine to read a credit report file and load information into files attached to debtor accounts.

Database Transfers

How To Empty A Database: Explains how to clear all data out of a database so that you can use it to test an import.
Database Transfers: Steps through using the Database Transfers import library to export all your data from one database and import it into another empty database.
Interoffice Transfers: Steps through using the Database Transfers import library with two utility import maps to transfer selected accounts to another database or office. This routine takes into consideration any File Number conflicts that may exists between the sending and receiving databases.
How To Export A Database: Explains how to use the Export Database function to export your entire database to a series of ASCII text files and import maps.

Import Libraries

Save File Formats: This feature enables you to export individual import maps from your import libraries. Collect! creates an XML import map file that you can use to combine import libraries or to populate a newly created library.
Load File Formats: This feature enables you to bring individual import maps into your import libraries. Individual import maps can be saved as an XML import map file and then you can bring these maps into a different import library.
Loading A New Import Library: Tips for loading multiple import routines into CV11.
Deleting An Import Library: Tips for deleting alternate import routines from CV11.
How To Order Custom Import/Export Routines: Explains what information is required to build a data conversion routine.
How To Use A Custom Import Routine: Step by step example, using a custom import specification file built by Comtech Systems.

Import Samples

Import Samples Descriptions: This topic show details of each predefined import in the default sample shipped with the Collect! Demo.
Database Transfers: This topic gives information about using the Database Transfers import library also shipped with Collect!. This routine is very useful for exporting all information for a particular client and importing it into another Collect! database.

Electronic Data Interchange

Billing Tree Module: This topic gives information about using the Billing Tree module for your electronic payment processing.
You've Got Claims: This topic gives information about using the youvegotclaims report library and import library shipped with Collect!.

Reference

How To Get Help With Import/Export: Steps for supplying information to Comtech Support when you have problems.
Moving To Collect!: Describes a typical cutover of operations to Collect!
Scanf: Details of the Scanf function used in the Scan For field in the Import/Export field specification to pull out parts of a string before importing or exporting.
Import Field Definitions: Shows all fields that Import can load and lists considerations that apply to specific areas such as payments, interest, charges etc.

Import Record Types

Click on the links to view details about each Record Type that Import/Export processes.: Import Client

Import Debtor

Import Debtor Cosigner

Import Notes

Import Contact

Import Client Contact

Import Attachment

Import Client Attachment

Import Transaction

Import Payment

Import Phone

Accumulator

Lists Of Field Types

Click on the links to view lists of Field Types for the specific Record Types that Import/Export processes.: View Client Fields

View Debtor Fields

View Debtor Cosigner Fields

View Notes Fields

View Contact Fields

View Client Contact Fields

View Attachment Fields

View Client Attachment Fields

View Transaction Fields

View Payment Fields

View Phone Fields

View Accumulator Fields