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Category: Import Routines
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Add Spaces to Notes During Importing

Collect!'s Dynamic CSV Import Indexing makes it easy to format incoming text data for Notes. This package contains a sample file and import map to show you how this is done. The import map loads some data from the data source file and also adds text using "Default Values" in the import field specifications. A layout HTML file is included for quick reference.
*** NOTE: This widget works with CV11.3 Build 6 and newer.***





Changed at

Size
2012-11-23 00:01:59
4.77 KB
Database Transfers

Database Transfers

This package contains an XML import file and a Readme. You can use this import routine to transfer data between Collect! databases. You can export all Clients and Debtors or a single Client and its Debtors. Some supplementary information is not exported so please be sure to examine the Readme for detailed instructions.
*** NOTE: This widget is for CV11.3 Build 1.4 and newer.***





Changed at

Size
2012-11-23 00:02:22
30.22 KB
Database Transfers 8.2.16

This package contains an impex.dat import library and a Readme. You can use this import routine to transfer data between Collect! databases. You can export all Clients and Debtors or a single Client and its Debtors. Please be sure to examine the Readme for detailed instructions.
*** NOTE: This widget is for CV8.2 Build 16.***





Changed at

Size
2012-11-23 00:02:58
47.06 KB
Client Related Records Transfer

This package contains an XML import file, an RPT file and a Readme. This package enables you to transfer client accounts and related records between databases, or offices. Clients, Client Contacts, Client Attachments, Client Notes and Payments may be transferred using this routine. Instructions are included in the Readme.
*** NOTE: This widget is for CV11.4 Build 3.1 and newer.***





Changed at

Size
2012-11-23 00:03:23
13.22 KB
Interoffice Transfers 11.3

This package contains an XML import file and a Readme with instructions. You can use this import routine to transfer accounts from one office running Collect! to another. This routine handles duplicate File Numbers that may result from merging data.
*** NOTE: This widget is for CV11.3 Builds and newer.***





Changed at

Size
2012-11-23 00:03:45
29.62 KB
Interoffice Transfers 11.2

This package contains an XML import file and a Readme with instructions. You can use this import routine to transfer accounts from one office running Collect! to another. This routine handles duplicate File Numbers that may result from merging data.
*** NOTE: This widget is for CV11.2 Build 17.***





Changed at

Size
2012-11-23 00:04:06
31.07 KB
CBR Pull Sample Version 11.3

This package contains an XML import file, sample credit reports, a tutorial PDF and a Readme. You can use this import routine to attach credit reports from the credit bureaus to your Debtor accounts.
*** NOTE: This widget is for CV11.2 Build 17.6 and newer.***





Changed at

Size
2012-11-23 00:04:27
288.91 KB
CBR Pull Sample Version 11.2

This package contains an import folder with impex files, sample credit reports, a tutorial PDF and a Readme. You can use this import routine to attach credit reports from the credit bureaus to your Debtor accounts.
*** NOTE: This widget is for CV11.2 Build 17.6 and older.***





Changed at

Size
2012-11-23 00:04:47
265.01 KB
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