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

23 Note_1