Import Fields
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These are the fields that are in the import template that is created in Collections MAX Administrator. 


****** AssignedTo, CollectorName, LastWorked, PaidToDate, ClientName, Portfolio, StatusName, StatusColor, StatusType, and OrderByDate should all be filled out inside Collections MAX.
  
Field Name
Description
Required
Can be filled out in CMAX?
Format
FileNumber
CMAX File Number
YES
YES
NONE-
but cannot be duplicate.
AssignedTo
Collector login name
YES
YES
NONE
CollectorName
Collector Full Name
YES
YES
NONE
Title
Mr., Ms., Mrs, Miss
NO
NO
NONE
FirstName
First name of debtor
YES
NO
NONE
MiddleName
Middle name of debtor
NO
NO
NONE
LastName
Last name of debtor
YES
NO
NONE
FullName
First Middle Last name of debtor
YES
NO
FirstName[space]MiddleName[space]LastName
Address
Address of debtor
NO
NO
NONE
Address2
Second Address line of debtor
NO
NO
NONE
City
City of debtor
NO
NO
NONE
State
State of debtor
NO
NO
NONE
Zip
Zip code of debtor
NO
NO
NONE
LastWorked
Date account was last worked
YES
YES
FORMAT INSIDE COLLECTIONS MAX
AccountNumber
Debtor client account number
YES
NO
NONE-but cannot be duplicate
OriginalBalance
Original debtor account balance at placement
YES
NO
#########.00
Do not use $ signs or commas
OriginalCreditor
Original creditor
YES
YES
NONE
TypeOfDebt
Type of debt - Credit Cards, Student Loans, Etc.
YES
YES
NONE
PaidToDate
Amount debtor has paid agency
YES
YES
0.00
Do not use $ signs or commas
Principal
Amount of principal balance
YES
NO
#########.00
Do not use $ signs or commas
AccruedInterest
Amount of accrued interest in balance
YES
YES
 or commas
CurrentBalance
Current total account balance
YES
NO
#########.00
Do not use $ signs or commas
LastPaymentDate
Date of last payment
NO
NO
MM/DD/YYYY
LastPaymentAmount
Amount of last payment
NO
NO
#########.00
Do not use $ signs or commas
SocialSecurityNumber
Debtors social security number
YES
NO
XXX-XX-XXXX
FORMAT PRIOR TO IMPORT!
If the debtor does not have a social security number then use
000-00-0000
(all zero's)
as the default.
 
PrimaryPhone
Debtors home or primary phone number
NO
NO
XXXXXXXXXX
10 Digit
WorkPhone
Debtors work phone number
NO
NO
XXXXXXXXXX
10 Digit
EmailAddress
Debtors email address
NO
NO
NONE
BeeperNumber
Debtors beeper number
NO
NO
XXXXXXXXXX
10 Digit
CellPhone
Debtors cell phone number
NO
NO
XXXXXXXXXX
10 Digit
BirthDate
Debtors birth date
NO
NO
MM/DD/YYYY
Occupation
Debtors occupation (what he/she does for work)
NO
NO
NONE
CurrentlyEmployed
Is debtor currently employed?
NO
NO
YES or NO
Employer
Name of debtor's employer
NO
NO
NONE
EmployerAddress
Address of debtors employer
NO
NO
NONE
EmployerCity
City of debtor's employer
NO
NO
NONE
EmployerState
State of debtors employer
NO
NO
NONE
EmployerZip
Zip code of debtors employer
NO
NO
NONE
SpouseName
Name of debtor's spouse
NO
NO
NONE
SpouseEmployer
Employer of debtor's spouse
NO
NO
NONE
SpouseWorkPhone
Debtor's spouse work phone number
NO
NO
XXXXXXXXXX
10 Digit
SpouseEmployerAddress
Debtor's spouse employers address
NO
NO
NONE
SpouseEmployerCity
Debtor's spouse employers city
NO
NO
NO
SpouseEmployerState
Debtor's spouse employers state
NO
NO
NO
SpouseEmployerZip
Debtor's spouse employers zip code
NO
NO
NONE
CoDebtor1SocialSecurityNumber
Primary Codebtor's social security number
NO
NO
XXX-XX-XXXX
FORMAT PRIOR TO IMPORT!
CoDebtor1FirstName
Primary Codebtor's first name
NO
NO
NONE
CoDebtor1MiddleName
Primary Codebtor's middle name
NO
NO
NONE
CoDebtor1LastName
Primary Codebtor's last name
NO
NO
NONE
CoDebtor1FullName
Primary Codebtor's entire full name
NO
NO
CoDebtor1FirstName[space]CoDebtor1MiddleName[space]CoDebtor1LastNam
CoDebtor1Address
Primary Codebtor's address
NO
NO
NONE
CoDebtor1Address2
Primary Codebtor's second address line
NO
NO
NONE
CoDebtor1City
Primary Codebtor's city
NO
NO
NONE
CoDebtor1State
Primary Codebtor's state
NO
NO
NONE
CoDebtor1Zip
Primary Codebtor's zip code
NO
NO
NONE
CoDebtor1PrimaryPhone
Primary Codebtor's home or primary phone number
NO
NO
XXXXXXXXXX
10 Digit
CoDebtor1SecondaryPhone
Primary Codebtor's secondary phone number
NO
NO
XXXXXXXXXX
10 Digit
CoDebtor2SocialSecurityNumber
Secondary Codebtor's social security number
NO
NO
XXX-XX-XXXX
FORMAT PRIOR TO IMPORT!
CoDebtor2FirstName
Secondary Codebtor's first name
NO
NO
NONE
CoDebtor2MiddleName
Secondary Codebtor's middle name
NO
NO
NONE
CoDebtor2LastName
Secondary Codebtor's last name
NO
NO
NONE
CoDebtor2FullName
Secondary Codebtor's entire full name
NO
NO
CoDebtor2FirstName[space]CoDebtor2MiddleName[space]CoDebtor2LastNam
CoDebtor2Address
Secondary Codebtor's address
NO
NO
NONE
CoDebtor2Address2
Secondary Codebtor's second address line
NO
NO
NONE
CoDebtor2City
Primary Codebtor's city
NO
NO
NONE
CoDebtor2State
Secondary Codebtor's state
NO
NO
NONE
CoDebtor2Zip
Secondary Codebtor's zip code
NO
NO
NONE
CoDebtor2PrimaryPhone
Secondary Codebtor's home or primary phone number
NO
NO
XXXXXXXXXX
10 Digit
CoDebtor2SecondaryPhone
Secondary Codebtor's secondary phone number
NO
NO
XXXXXXXXXX
10 Digit
ClientName
Name of client that these accounts belong to
YES
YES
NONE
Portfolio
Name of portfolio that these accounts belong to
YES
YES
NONE
DatePlaced
Date of account placement with agency
YES
YES
MM/DD/YYYY
StatusName
Name of current status
YES
YES
NONE
StatusType
Type of status
YES
YES
NONE
StatusColor
Color of Status
YES
YES
NONE
ContingencyAmount
Percentage to Agency if collected
YES
YES
ONLY USE A NUMBER
Do not use % sign
I.E 40% would be 40
Salesman
Salesman Name
NO
YES
NONE
SalesmanPercentage
Commission to salesman
NO
YES
ONLY USE A NUMBER
Do not use % sign
I.E 40% would be 40
MakePayableToName
Payments made payable to name
YES
YES
NONE
MakePayableToAddress
Payments made payable to address
YES
YES
NONE
MakePayableToCity
Payments made payable to city
YES
YES
NONE
MakePayableToState
Payments made payable to state
YES
YES
NONE
MakePayableToZip
Payments made payable to zip code
YES
YES
NONE
GroupName
NOT USED
N/A
N/A
N/A
CreditScore
Credit Score of debtor
NO
NO
NONE
DateChargedOff
Date that account was charged off from creditor
YES
YES
MM/DD/YYYY
DateAccountOpened
Date that account was originally opened
NO
NO
MM/DD/YYYY
DateReceived
Date that account was received by agency
YES
YES
MM/DD/YYYY
InterestPercentage
A.P.R. or annual percentage rate of interest
YES
YES
ONLY USE A NUMBER
Do not use % sign
I.E 40% would be 40
CalculateInterest
If YES then Calculate interest on account
YES
YES
YES or NO
AttorneyFees
Attorney fees added to account
NO
NO
#########.00
Do not use $ signs or commas
CollectionFees
Collection fees added to account
NO
NO
#########.00
Do not use $ signs or commas
CourtFees
Court fees or court costs added to account.
NO
NO
#########.00
Do not use $ signs or commas
LateFees
Late fees added to account
NO
NO
#########.00
Do not use $ signs or commas
MiscFees
Miscellaneous fees added to account
NO
NO
#########.00
Do not use $ signs or commas
PenaltyFees
Penalty fees added to account
NO
NO
#########.00
Do not use $ signs or commas
NSFFees
Non Sufficient Funds fees added to account (usually for bounced checks)
NO
NO
#########.00
Do not use $ signs or commas
JudgementFees
Judgement fees added to account
NO
NO
#########.00
Do not use $ signs or commas
AdvancedFees
Fees that was advanced to agency added to account
NO
NO
#########.00
Do not use $ signs or commas
ReimbursedFees
Fees that was reimbursed back to the client
NO
NO
#########.00
Do not use $ signs or commas
Adjustments
Adjustments that was made to account to return correct balance
NO
NO
#########.00
Do not use $ signs or commas
ChargedOffPrincipal
Amount of principal balance at charge off
YES
NO
#########.00
Do not use $ signs or commas
StatuteOfLimitDate
Statute of limitation date when account expires
YES
YES
YYYY-MM-DD
ManagerName
Name of manager that collector is assigned to
YES
YES
NONE
OrderByDate
Date to order how files are pulled up in Collections MAX collector
YES
YES
YYYY-MM-DD
CustomerType
Type of Customer / Individual or Business (Commercial)
YES
YES
INDIVIDUAL OR BUSINESS
AuthorizedUser
User on Account
YES
YES
NONE