The Data Conversion allows for the conversion of a character string into an actual code automatically during the import process.
Step 1 Log into CenTrax NEXT
The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.
Step 2 Click Data Processing
Step 3 Click DataPro
Step 4 Click Data Conversion
Any Data Conversions that have already been created will be listed under the Group Name list
Note: It is important to note that a CenTrax NEXT Field can only be present or added to one group. For example, if HMDA Loan Type has been added to Group 1, it will not be within the field list to select from when building Group 2.
Step 5 To create a new group, click the green Add New button
5.1 Type in a description in the Group Name box
5.2 Select the field or fields within the Fields to Convert box
5.3 Type into the search box to easily find the desired field
5.4 Click on the field in the list
5.5 Use the single right arrow to move the field over
5.6 The double right arrow will move all fields over
5.7 To remove a field added, click on the field in the right-hand box
5.8 Use the single left arrow to move the field out of the box
5.9 The double left arrow will move all fields out of the box
Step 6 To add a conversion value, click the gray Add New button
6.1 In the New Value box, fill in:
- Import Value: The character string coming in on the import file
- Convert To: Value or code to change the character string to
6.2 Click Save
Repeat Step 6 – 6.2 until all desired conversion values are added
Step 7 To delete a conversion value added, place a check mark next to the value
7.1 Click the gray Delete Value button
Step 8 Once the desired conversion values are present, Click Save to complete the conversion group creation
Step 9 To Edit a group, click on the Data Conversion group within the list
9.1 Make any desired changes
9.2 Apply steps 6 – 7 for adding or removing conversion values
9.3 Click Save
Step 10 To Delete a group, click on the Data Conversion group within the list
10.1 Click the Delete button
10.2 Click Yes to the confirmation message
Note: The Data Conversions will automatically apply to the import definitions within DataPro/Import.
Step 11 To enable a Data Conversion to apply to an import definition, click on Import from the left-hand menu
11.1 Click on the import definition under the Import Job Name list
11.2 Click the Define Fields button
11.3 Locate the CenTrax Field within the list
The Data Conversion group name will display to the right of the field
11.4 Place a check mark n the box next to it
11.5 Click Save
Moving forward, that data conversion will be applied whenever that import definition is used
Article Reference CNX603