Import Client Attachment

The Client Attachment Record Type is used to create an Attachment in Collect! during the import process. The Attachment form may be used to store additional information about a client. You can attach any kind of information or even different files to your client accounts with an attachment. You can use information from the data source, or create an Attachment based on defaults that you set in the import map's Import Record Definition for the Client Attachment.

To create an Attachment for a Client, use the Client Attachment Record Type. Use the Attachment Record Type to create an Attachment for a Debtor.

Select the Client Attachment Record Type to view a list of all the Client Attachment fields that may be referenced in an import routine. Be sure to include the "Client Number" in your import map. This is a virtual field that connects the Attachment to the correct client.

View Client Attachment Fields

To access the Attachments tab from the Client form, you must have Client Management enabled in Collect! Features. Please request assistance from Member Services, if needed.

Collect! ships with a sample import map for importing and exporting Client Attachments. You can also download this from the Collect! Member Center.

Download Client Related Records Transfer

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

See Also

- File Format Specification
- How To Use Import/Export
- Import Menu
- Export Menu
- Import/Export Topics