Predefined Import/Export

Collect!'s predefined import/export module enables you to bring clients, debtors and financials into your database quickly. Import maps are already prepared for you and are ready to use immediately. You can import any CSV (comma-separated) file that matches the import map.

The following import maps are contained in the Predefined Import module.

Client
Debtor
Transaction
Attachment

Client Import Map

The Client import map enables you to import Client information. All the fields that are displayed on the Client form are present in the Import Field Specification for the Client Record.

A sample client.csv ships with Collect! so that you can try importing clients.

Debtor Import Map

The Debtor import map enables you to import Debtor information. All the fields that are displayed on the Debtor form are present in the Import Field Specification for the Debtor Record. This map also sets the Debtor's Mode to Active, sets the Debtor Status to ACT and switches ON the Address OK switch.

The Debtor map creates an Original Principal 196 Transaction for each debtor record that is imported.

A sample debtor.csv ships with Collect! so that you can try importing debtors.

Transaction Import Map

The Transaction import map enables you to import debtor financial information. All the fields that are displayed on the Transaction form are present in the Import Field Specification for the Transaction Record. This map keys off Debtor Acct # so that the information is attached to the correct Debtor.

A sample transaction.csv ships with Collect! so that you can try importing transactions.

Attachment Import Map

The Attachment import map enables you to attach additional information to debtor accounts. All the fields that are displayed on the Attachment form are present in the Import Field Specification for the Attachment Record. This map keys off Debtor Acct # so that the information is attached to the correct Debtor.

A sample attachment.csv ships with Collect! so that you can try importing attachments.

Summary

The Predefined Import/Export module enables you to import data using predesigned import maps. Sample files are provided to help you understand the layout of the incoming data files. If you require more specialized maps for your incoming data, please consider the full featured Import/Export module.