Import Field Options

These options control fields on importing and exporting. You can control, or even cancel, importing a record or field if the correct values are not read from the file. You can also control exporting to ensure that only data that matches specific criteria are sent.

If you are wondering which optional switches you should set for a field, do not set any to start with. Only add additional criteria after you have a functioning framework. Start small with the first record and only expand after that is working correctly. It is best practice to prove each step as you build it. This will eliminate frustration when applying these switches in complex reports.

For instance, "Must be filled" and "Fail cancels field," you should accept the defaults unless you really must choose these settings.

Import Field Options

Matching Field Values

The blank permitted, must be filled and other options control import and export operations at both the record and field level.

The record will not be imported if the incoming field data does not match the requirement. The only exception to this is turning ON the "Fail Cancels Field Only" switch. In this case, the record will continue loading, but the specific failed field data is not imported into the record.

Similarly, the export routine examines the data in the record being exported. If it fails the test, the record is not exported. Or, if you have set the "Fail Cancels Field Only" switch, the field is not exported.

Blank Permitted

The record or field will be exported or imported even if the data is blank.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

Must Be Filled

The record or field must have data in it, for it to be imported or exported. It cannot be blank.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

If you select 'Must Equal Default Value' and leave the Default Value blank, Collect! will treat that as the same as 'Must be Blank.' Essentially, the opposite of 'Must be Filled.'

Must Be Non Zero

Numeric fields must have a value for this field or record to be imported or exported.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

Must Be Greater Than Zero

Numeric fields must be a positive value greater than zero for this field or record to be imported or exported.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

Must Be Less Than Zero

Numeric fields must be a negative value greater than zero for this field or record to be imported or exported.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

Must Equal Zero

Numeric fields must equal zero for this field or record to be imported or exported.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

Must Equal Default Value

Data in the field being imported or exported must be equal to the value you entered into the import field specification "Default Value" field.

This comparison works with numeric, text and database field codes. For example, you might want a value equal to 100 or equal to @de.pr. A text value is compared simply as an ASCII value. 'z' is greater than 'a', for instance.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

If you select this option and leave the Default Value blank, Collect! will treat that as the same as 'Must be Blank.' Essentially, the opposite of 'Must be Filled.'

Must Not Equal Value

Data in the field being imported or exported must not be equal to the value you entered into the import field specification "Default Value" field.

This comparison works with numeric, text and database field codes. For example, you might want a value not equal to 100 or not equal to @de.pr. A text value is compared simply as an ASCII value. 'z' is greater than 'a', for instance.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

Greater Than Value

Data in the field being imported or exported must be greater than the value you entered into the import field specification "Default Value" field.

This comparison works with numeric, text and database field codes. For example, you might want a value greater than 100 or greater than @de.pr. A text value is compared simply as an ASCII value. 'z' is greater than 'a', for instance.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

Less Than Value

Data in the field being imported or exported must be less than the value you entered into the import field specification "Default Value" field.

This comparison works with numeric, text and database field codes. For example, you might want a value less than 100 or less than @de.pr. A text value is compared simply as an ASCII value. 'z' is greater than 'a', for instance.

The "Fail Cancels Field" switch determines if it is the record or just the particular field that has been canceled.

Warn On Data Overrun

Switch this ON to prompt when data being imported or exported is wider than the field.

Fail Cancels Field Only

Normally, when a required field is missing, the whole record will not be imported. However, when you set this switch, only the field data will not be imported or exported. The record will continue to be loaded with field data.

This switch is useful for filling a single field from one of a range of places in an import file, depending on which of the places has actual data.

For example, you can set the operator of an account based on the principal being loaded. If the principal is less than $1,000, set the operator to JC, else set the operator to OWN.

Skip Remaining Field References

This works in conjunction with FAIL CANCELS FIELD ONLY.

Fail cancels field only only fails when that field instance comes up in the import. It does not fail if the same field is referenced multiple times.

Switch this ON to skip all remaining references to the referenced field upon the first FAILURE of a condition check to the Default Value.

For example, let's say that you are trying to exclude importing a phone number if it is in a certain format ((000) 000-0000 or 000-000-000). You can setup 2 field conditions to skip if the value is (000 000-0000) or 000-000-0000. As soon as the first matching condition is NOT found, Collect! will not check the remaining conditions if this switch is ON.

This option is only available if FAIL CANCELS FIELD ONLY is selected.

Precision

This field sets the number of digits after the decimal point.

It is used only for floating point numbers.

Strip Non-Numerics

This removes non-numerics from the incoming data for this field.

If you have switched ON an "Only numerics" option in the Screen and Messages form, non-numerics will be stripped from Phone and/or SSN fields, even when this "Strip Non-numerics" switch is OFF.

Strip Spaces

This removes spaces from the incoming data for this field.

Strip Decimal Point

This removes the decimal point and left justifies the field.

It is used only for floating point numbers.

Exact Match

The default behavior for Must Equal Default Value is Partial Matching, for instance a Default Value of "Test" would be considered a match to a value of "Tested" in the data file.

Check this box to force the system to use an exact match when doing the comparison.

Right Justify Zero Fill

This right justifies the field and fills empty spaces with zeroes. This only works when EXPORTING data. Specify a value in the Length field and Collect! will use this to right justify the data and zero fill to the length you have specified.

NPANNX Reversal

This option relates to phone numbers. When the system being imported switches the exchange and area code portions of the phone number, this option can handle the reversal.

Current Owing

This switch applies only when you are exporting the transaction records and are including the Debtor's Owing or Paid amounts with the transaction.

The Current Owing switch (default) will export the Debtor's Owing or Paid. This will occur at the time the export is run, when you are exporting the Owing or Paid fields from the transaction record.

Owing Before Transaction

This switch applies only when you are exporting the transaction records and are including the Debtor's Owing or Paid amounts with the transaction.

The owing before transaction switch will export the Debtor's Owing or Paid. This will occur before the transaction is applied to the Debtor. Collect! calculates this while you export by reviewing historical transactions.

This switch applies only if the field you are exporting is the Owing or Paid fields in the Transaction record.

Owing After Transaction

This switch applies only when you are exporting the transaction records and are including the Debtor's Owing or Paid amounts with the transaction.

The owing after transaction switch will export the Debtor's Owing or Paid. This will occur after the transaction is applied to the Debtor. Collect! calculates this while you export by reviewing historical transactions.

This switch applies only if the field you are exporting is the Owing field or Paid field in the Transaction record.

Non Address

This command tells Collect! to ignore address formatting.

Address

This function tells Collect! that you are intentially importing a Full Address into the Address 1 field and to not process the City/State/Zip split into the respective fields.

City

This function exports the City portion of the address.

Please refer to the address formats specified for credit bureau reporting.

This applies only when you specify the field you are exporting as one of the address fields.

State

This function exports the State portion of the address.

Please refer to the address formats specified for credit bureau reporting.

This applies only when you specify the field you are exporting as one of the address fields.

ZIP

This function exports the Zip or Postal portion of the address.

Please refer to the address formats specified for credit bureau reporting.

This applies only when you specify the field you are exporting as one of the address fields.

Help

Press this button for help on the Import Field Options dialog and links to related topics.

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Select this button to ignore any changes you may have made and then return to the previous form.

OK

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