Import/Export Module
The Import/Export module of Collect! allows flexible data transfer
between computer systems.
Overview
Import/Export offers the ability for you to establish data transfer
procedures between clients and your office, and between a head
office and branch offices.
Import/Export saves time by rapidly loading account information
from a variety of sources. Import is fully configurable and provides
powerful features for automatic contact scheduling, Dunning notices,
and account assignment.
Import can detect whether incoming data already exists in the
database and can avoid data duplication. You can set up smart
data merges to support diverse office environments.
You can also schedule imports for off hours using
Collect!'s Scheduler. Contact us at sales@collect.org
for module pricing. Also see the Help topic,
"Scheduler" for more details.
Please review the Help Index topic Import/Export Topics for more
information. Comtech also offers fee-based File Transfer Format
development services. Call (250) 391-0466 for more information.
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
- Import/Export
- How To Use Import/Export
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