Import

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")

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

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