Import

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When you are finished creating your import template, it is now time to test your template to insure that it is properly formatted. Click the TEST button on the import screen.

Collections MAX will start a TEST that will check every cell for correct formatting. It is important to do this to insure that the data is properly converted and behaves consistent.

If you receive an error that the test failed. Do not worry.

Collections MAX will highlight the column that contains the infraction and give you a description of the problem.

Hint: When you receive an error, make sure the entire column is formatted properly before testing again. If you receive many errors and your import file is very large then try to either save the grid back to excel and fix the formatting problems or try to import in smaller chunks.

When you receive a popup that says "TEST PASSED! ACCOUNTS READY FOR IMPORT!" then you are ready to import the accounts into the system. To do that, click the red IMPORT TO DATABASE button.

Collections MAX will then re-test to insure that nothing was changed. After the test, you will see the progress bar start moving. Your accounts are being imported.

Step # 2

You will see a screen that will add all of the phone numbers and addresses to the corresponding address and phone logs. Click OK to process this.

Step # 3: This step will scan the database and link debtors that have duplicate accounts in the system. Each box corresponds a point system and will link accounts together that score higher when the minimum points to mark as duplicate box has been exceeded.

Step # 4 This step let's you notate the collectors log to give direction or say something important regarding these accounts. Press OK when finished.

Once this is completed, you can add more comments or simply click the close button. Your accounts have successfully been imported to Collections MAX!