Debtor File Format

Related Information

File Format Details Record Layouts Debtor-Import Debtor Information Transaction-Import Transaction Information See Also

Debtor File Format

The following file format listing contains basic information about the file specification for import purposes. For more information about the file layout please refer to the actual file format specification in Collect!. Choose Import/Export from the File menu and select Specify File Format.

File Format Details

Name: Debtor
Note: Import Debtor Records
File: ..\import\debtor.csv
CSV: X

Record Layouts

The list on the left contains the record types that this file format works with.

If there is more than one record definition in an import specification then each record type requires its own unique identifier. The identifier is typically the first field exported on the line containing the record.

For each record type a list of fields is shown listing the database field name, the length (for fixed length records), a short note, a default value and the accumulator ID. Check the on line help in Collect! for more information.

Keyed fields are indicated with an asterisk [*], and are used to avoid duplication of data and to make sure data is attached to the correct Client or Debtor.

Debtor Record Layout

Record Name: Debtor
Note: Import Debtor Information
ID:

Debtor fields

The following fields are included in this record definition.

Offset and length are only significant in fixed length files. If a length is displayed for CSV files it can safely be ignored.

For information about the actual field widths in Collect! check the Import Export menu Field Definitions option for a comprehensive list of all fields, their data type and size.

Count	Field Name	Offset	Length	Notes	Default Value	Accumulator
1	*Client number			A - Client Number
2	*Acct			B - Debtor Account Number
3	*Name			C - Name
4	Contact			D - Contact Name
5	Address			E - Address
6	Addr 1			F - Address - Second line
7	City			G - City
8	State			H - State
9	ZIP			I - Zip Code
10	Country			J - Country
11	SSN			K - Social Security Number
12	DL			L - Driver's Licence
13	DOB			M - Date of Birth (format: MM/DD/YYYY)
14				N - Amount (imported as transaction - i
15	Home			O - Home Phone Number
16	POE#			P - Place of Employment Phone Number
17	Cell			Q - Cell Phone Number
18	Other			R - Other Phone Number
19	Email			S - Email address
20	POE			T - Place of Employment
21	User 1			U - User 1 (User specified field)
22	User 2			V - User 2 (User specified field)
23	Charged			W - Charged Date (format: MM/DD/YYYY)
24	Delnqnt			X - Delinquent Date (format: MM/DD/YYYY
25	Listed			Y - Listed Date (format: MM/DD/YYYY)
26	Summary			Z - Summary (Used defined)
27	Type			AA - Debtor Type
28	Mode			Mode set to Fill Value "Active"
29	Status			Status set to Fill Value "ACT"
30	Address OK			Address OK switch turned ON

Transaction Record Layout

Record Name: Transaction
Note: Import Transaction Information
ID:

Transaction fields

The following fields are included in this record definition.

Offset and length are only significant in fixed length files. If a length is displayed for CSV files it can safely be ignored.

For information about the actual field widths in Collect! check the Import Export menu Field Definitions option for a comprehensive list of all fields, their data type and size.

Count	Field Name	Offset	Length	Notes	Default Value	Accumulator
1				A - Skip field
2				B - Skip field
3				C - Skip field
4				D - Skip field
5				E - Skip field
6				F - Skip field
7				G - Skip field
8				H - Skip field
9				I - Skip field
10				J - Skip field
11				K - Skip field
12				L - Skip field
13				M - Skip field
14	To us			N - Original Principal
15	Type			Transaction Type set to Fill Value "196"
16	Principal			This is an Original Principal transactio

End of Debtor file format specification.