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Templates
Create an entry for each column in the in the import file up to the last item you want to
import. To exclude a column from the import, leave the Maps to Field ID and Bor/Co-
Bor columns blank for that column.
Column in File
Maps to Field ID
Brw/Co-Brw
Save the file.
9
Editing data import templates
Because the order of the rows in the data import template must exactly match the order of
the columns in the file from which you are importing the data, you might need to edit the
template before you import the file.
To change the row sequence in a data import template:
Select the Templates tab from the navigation panel.
1
Select
2
Select the import template you want to edit and click the Open button.
3
Select the row that you want to move. To move multiple consecutive rows, select the
4
first row and highlight the rows below it.
Select Edit > Cut.
5
Select the row number where you want to move the data.
6
360
Field Name Header in First Row
If you selected the
heading in the file being imported.
Field Name Header in First Row
If you didn't select the
does not contain header names, type the column numbers (for example,
For each row, specify the field ID that corresponds to the data in Point.
Use the FIELD ID Excel file (FieldID.xls) to identify field IDs when you define
templates. The Excel file is located in the WINPOINT folder.
Specify which file to use for the import:
•
Enter a
for a prospect or borrower file
0
•
Enter a
through
to correspond to a co-borrower associated with the loan
1
5
file.
Point saves all data import template files with the
change the extension.
For more information about determining the field ID of any field in Point,
see
Identifying fields and field
Data Import
.
Tip
Important
.imp
Related information
IDs, on page 65.
check box, type the column
check box and the file
,
1
extension. Do not
Calyx Software
,
).
2
3...
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