Import

Import Maps

Accounts can be imported into ConColl from a spreadsheet in a particular format. Enter the client number the default information for that client will be uploaded to be placed on each of the accounts.

Advance Import

This is for importing information (the name of the sheet must be "new accounts") The system will auto generate the account number based on the number placed in the client last account number. The program will also check if each column is in the right place. If there is no information for column that column must remain in its place.

1. suffix
2. Name
3. contact
4. Street number
5. Address
6. addr1
7. City
8. Parish (State)
9. Zip
10. Country
11. TRN
12. Date of birth
13. Home phone number
14. Cell number
15. Other number
16. email
17. POE (Place of employment)
18. POE number
19. Occupation
20. Monthly income
21. Marital status
22. Original account number
23. Misc_1
24. Client status
25. Branch
26. Transit_no
27. Date assigned"
28. Principal
29. Client expense
30. Interest rate
31. Interest date
32. Interest os
33. Currency
34. Debt type
35. Note_1

The cells 36 to 46 is added to notes, they will be combined

Basic Import

Basic import (The name of the sheet must be "data")

1. Name
2. Contact
3. Street number
4. Address
5. Address2
6. City
7. Parish
8. Country
9. TRN
10. Telephone
11. Principal
12. Currency
13. Interest rate
14. Interest date
15. Original account number
16. Client status
17. Misc_1
18. Transit number
19. Branch
20. Debt type
21. Date assigned
22. Note_1

Import Relations

The name of the sheet must be 'Relations'

1. acct
2. f_name
3. l_name
4. fullname
5. street_number
6. address
7. city
8. parish
9. country
10. home number
11. mobile
12. poe
13. poe number
14. Occupation
15. trn
16. relation
17. obligation

Research

When this box is checked the system will check if the same name,phone number and similar last name is already in the system and compile a list if found.

Auto Mapping

If this is checked the system will try to group accounts that are the same person

Delete Import

Letter templates

If something goes wrong with an import it can be deleted by clicking the Delete import button then enter the import id in the dialog box. You can then correct the format or data and import again.

Import Payments

To import payments on the menu, click tools, import then import payments. If the account number from the client is to be used, then choose Original account number from the drop down box. The name of the sheet must be data

This is the format of the spreadsheet or CSV file.

1. Account number
2. Amount
3. Payment Date
4. Posted Date
5. Payment type
6. Comment
7. Receipt number

Imported payments can be deleted, by using the payment import id. Click on the button Delete imported Payments, then enter the import id.

If there is no date for posted date then the date at the time of import will be used.

If the payment date has no date, then the payment will be imported without a date

Import Updates

This is used to update information in the system. Click tools,import then import update. First enter the client number this will load any default information that might be needed, click on the drop down box labeled using and select the account number to be used to update the accounts (original or own), next click get file and navigate to where the spreadsheet is and open it.

Main Data

Main Data

Click on the tab main data then choose the fields you want to update.

The first column in the spreadsheet should be the account number and the layout of the other column should match your selection

1. Account number
2. Selection 1
3. Selection 2

If you only want to update a single field, then check the box "Update single field". after selecting the fields you want to update, click the update button.

Relations

Relations

Click on the relations tab and select the field you want to update, Then click update button.