Related Information Examples & Tutorials
Want on-line debtor negotiation portal? Contact our friendly sales team to find out how!
“ The web module is a great time-saver for our salespeople, keeping clients up-to-date on their accounts. ” Thomas B.

Import Transaction

The Transaction Record Type is used to create a Transaction in Collect! during the import process. The Transaction form stores details of a payment or charge posted to a Debtor's account. You can use information from the data source, or create a Transaction based on defaults that you set in the import map's Import Record Definition for the Transaction.

Select the Transaction Record Type to view a list of all the Transaction fields that may be referenced in an import routine.

View Transaction Fields

tip.gif To post payments or charges to a Client's account, use the Payment Record Type.

View Field Lists

Click on the links to view tables of Field Types for the specific Record Types that Import/Export processes. These tables give additional information, such as the exact fields and forms in Collect! referenced by each field type, the type of data in the field, and the size of each field.

View Accumulator Fields

View Attachment Fields

View Client Fields

View Client Attachment Fields

View Client Contact Fields

View Contact Fields

View Debtor Fields

View Debtor Cosigner Fields

View Notes Fields

View Payment Fields

View Transaction Fields

View Phone Fields

Top of page.

See Also

- File Format Specification
- How To Use Import/Export
- Import Menu
- Export Menu
- Import/Export Topics

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments:

RMA RMA Canada ACA Member