Difference between revisions of "Import"
Concolladmin (talk | contribs) (→Basic Import) |
Concolladmin (talk | contribs) (→Basic Import) |
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Basic import (The name of the sheet must be "data") | Basic import (The name of the sheet must be "data") | ||
| − | + | # Name | |
| − | + | # Contact | |
| − | + | # Street number | |
| − | + | # Address | |
| − | + | # Address2 | |
| − | + | # City | |
| − | + | # Parish | |
| − | + | # Country | |
| − | + | # TRN | |
| − | + | # Telephone | |
| − | + | # Principal | |
| − | + | # Currency | |
| − | + | # Interest rate | |
| − | + | # Interest date | |
| − | + | # Original account number | |
| − | + | # Client status | |
| − | + | # Misc_1 | |
| − | + | # Transit number | |
| − | + | # Branch | |
| − | + | # Debt type | |
| − | + | # Date assigned | |
23 Note_1 | 23 Note_1 | ||
Revision as of 02:48, 13 February 2018
Import Maps
Accounts can be imported into ConColl from a spreadsheet in a particular format
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.
Basic Import
Basic import (The name of the sheet must be "data")
- Name
- Contact
- Street number
- Address
- Address2
- City
- Parish
- Country
- TRN
- Telephone
- Principal
- Currency
- Interest rate
- Interest date
- Original account number
- Client status
- Misc_1
- Transit number
- Branch
- Debt type
- Date assigned
23 Note_1
