Overview
This document details how to import files in a batch using excel. Opposed to creating files individually, this feature allows you to save time and effort by creating many new files at once. Please read through this thoroughly before continuing with this process, and if you have any questions, please contact a CMPOnline representative.
Excel Placements – Step 1
This process utilizes examples from Microsoft Excel, though you may utilize any spreadsheet editor of your choice.
- In CMPOnline, navigate to Tools > Data Import > Excel Placements.
- On this screen, in the note above the File Upload area, click Here to download the provided excel file you’ll need to use. This is shown in the picture below.
- Once downloaded, open the excel file and begin filling out the spreadsheet.
Each row in the spreadsheet corresponds to a new file.
Each column in the spreadsheet has a corresponding field. Hover over columns in this spreadsheet for a brief description of the field.
- Once done populating the excel sheet, save this file to a folder on your computer. We will access this file in the next step.
- Back in CMPOnline, navigate to Tools > Data Import > Excel Placements.
- Click the blue box on this page to locate and upload the previously edited excel sheet.
- Click the green “Next” button at the top of this screen.
Excel Placements – Step 2
In step two, we will map the fields we populated within the spreadsheet to CMPOnline’s fields.
NOTE: You must always include “Account 1 Account Number” in your mappings and the value must be populated in the spreadsheet, or the entire record will be skipped. If you intend to add a debtor to the imported case file, you must map the Last Name field for the debtor, and it must be populated in your spreadsheet.
- Search for and select File Number from the left side grid.
- Search for and select File Number from the right side grid.
- In the middle of the two grids, click Map Fields.
If you populated a spreadsheet column with a field other than what it was labeled as, this is where you will make that distinction.
Repeat this process until all fields from the spreadsheet are mapped.
NOTE: You can save your mappings to help save time if you will be receiving the same spreadsheet on a consistent basis.
- Ensure all fields are accurately mapped, then click the green “Next” button at the top of this screen.
Excel Placements – Step 3
In step three, we set some default values in case a value is not recognized when uploading.
- From the Client drop down, select the client you wish to default to if the client is not recognized from the spreadsheet.
- From the Case Type drop down, select the case type you wish to default to if the type is not recognized from the spreadsheet.
- From the Account Type drop down, select the account type you wish to default to if the type is not recognized from the spreadsheet.
- Select the Ignore Zero Values in Fields? box if you wish to ignore zero values from the spreadsheet.
- Select the Merge Accounts with the same Opponent Name? box if you wish to merge accounts from the spreadsheet with the same opponent name.
- Click the green “Import” button at the top of this screen.
Adding Potential Files
- In CMPOnline, navigate to Tools > Data Import > Potential Files.
- Here you can select the files you wish to create from the previously imported spreadsheet by selecting the corresponding boxes to the right of the file.
NOTE: Before the next step, it is important to take time and review the Potential Files before importing them to make sure that everything is correct as well as review the automatic Conflict Check that the system runs (at the far right of each line of the potential files grid)
- Click the yellow Create Case Files button in the bottom left of the grid.
- Select a starting case number and click Create.
