Import Mapping Utility

The import mapping utility will help you batch import your collection accounts by producing a data import file for use in the Import screen.

This tool allows you to map column names from a converted excel spreadsheet into the fields used by the database..

To start, take the excel spreadsheet that contains the debt collection account information that you would like to import into Collections MAX and make sure that the top line in each column has a column name. Then save your Excel spreadsheet as a CSV (comma separated value).

Collections MAX will then fill in all of the columns of your csv file into the corresponding data fields of the database. The bottom of the screen shows a data grid which represents the columns in your csv file.

Select the column that represents the data field in as many columns that you have data. The custom screens will show the current label on each field. After you have completed this for all tabs click on the Create Spreadsheet button to start the Mapping utility wizard.

Click the NEXT button. If you did not map a filenumber in the filenumber field you will be prompted to do so. If you want filenumbers that begin with a letter such as A123 then type in A in the alpha box and 123 in the number box. Collections MAX will increment each number by one so you will end up with A123, A124, A125 etc.... If any duplicate filenumbers are found, you will be prompted to select a different filenumber. Click the NEXT button.

Make sure all fields are filled out in this screen with the exception of the salesman if you do not need to credit salespeople. Click the NEXT button.

Collections MAX will begin merging data from your csv file into a built in preformatted file. It will then begin to format your data. Any errors found such as missing fields or columns that wasn't imported will be displayed in the error box. Please take note of any errors. If everything looks good then click the Export as CSV Data File for use in the Import screen in the next step, otherwise you can click the Export as Excel File button to correct any errors, save back to a CSV file and open in the Import screen.

You may choose to Export your data file in Hyper Mode. Hyper Mode creates the data file using a multi threaded routine that cuts down your file creation time for large files. Use this option when importing 100 accounts or more.

Schemas are text files that you can use if the format of your csv file rarely changes. This function will automatically select the drop down boxes for you instead of you needing to manually select them.

To use the schema function you must first successfully map a file. After you export your file and close the Format box you will see the Save Schema button.

Click the Save Schema button to save your schema. When you want to load the schema for the next time you use the import mapping utility, click the Load schema button after you have loaded your csv file. Any errors that the utility finds will be highlighted in RED for you to correct before starting the wizard.