Collect! Credit and Collection Software™

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Web Host Import Files

The Import Form allows you to choose an import map, enter the name of the file being imported, and load the file into Collect!.


Import Files

Import Map

This is the import specification that maps the data file to the fields in Collect!.

Warning Note WARNING: You must have an Import Map built that matches the file you are importing. You will NOT be prompted to match during the import.

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Client

Select the client that you are importing the debtor to. If you are importing other records, like payments, then you can leave this blank as your map should be setup to use a Key to find the applicable records.

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Import File

This is the name of the file. Click the Browse button and navigate to the file that you are importing.

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Save Information

This button starts the import process.

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