Customize Import/Export

Related Information

Edit File Format Load File Formats Save File Formats Record Definitions Field Definitions New Import Library Delete Import Library 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

The Customize Import/Export submenu contains choices for modifying your import/export routines and creating new import maps. Examine record and field definitions, update field definitions, load an alternate import library, and save or load individual maps between import libraries.

Select File from the top menu bar to access the Import/ Export menu. Then select Customize Import/Export to view the submenu choices outlined below.

Import/Export is an add-on extension module in Collect!. If it was not part of your purchase, please request pricing information from Comtech Systems Inc.

Edit File Format

Select this to display the list of File Format Specifications defined in the loaded import library. You may select a File Format Specification to modify or create a new one. The File Format Specification contains detailed file settings for your import or export procedure. Press F1 for help when the form is displayed.

Load File Formats

Select Load File Formats to load a previously saved import map file into the currently loaded import library. Collect! will allow you to browse to the *.XML import files that you saved.

Save File Formats

Select Save File Formats to save selected Import File Specifications from the currently loaded import library. You can save one or more import maps. Collect! will save the import maps in an *.XML file in the folder you select.

Record Definitions

Select this to open the Record Type form where you can view details of the types of record that Collect can import and export. This list is READ ONLY. Press F1 for help when the form is displayed.

Field Definitions

Select this to open the Field Type form where you can view details of the types of field that Collect can import and export. This list is READ ONLY. Press F1 for help when the form is displayed.

New Import Library

Select this to register a new import library. This process will make this library available for loading with the Select Import Library choice. Please refer to the help topic, Loading A New Import Library for details.

Delete Import Library

Select this to delete a registered import library. Please use this command carefully as it actually deletes the selected import map from your CV11 import folder! There is no restore. Please refer to Deleting An Import Library for details.