The Import section is used to define import layouts that associate fields from certain file formats or another CenTrax file. The following process outlines how to import into a file from another CenTrax file.
Step 1 Log into the CDP/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 Import from the left-hand menu
Any Import Definitions that have already been created will be listed in the Import Job Name list
Step 5 To create a new import definition, click the green Add New button
5.1 Type in the Name of the import definition
5.2 Select the File name drop-down menu or click Add new file to upload a new file
5.3 Select CenTrax File within the File Format selections
- Double click the desired CenTrax file(s) to move them to the "Files to Merge" column on the right-hand side. Once files are listed in the "Files to Merge" area, they can to be merged together into one file.
Note: files merged together here, will be added to the current, active file displayed in the upper right-hand corner of the CDP.
Step 6 Choose to Enable or Disable the following:
- Include Zero Balance: If a record has a zero balance and this is disabled, the record will not come in when clicking "Run Now"
- Allow Duplicate Accounts: if enabled, existing records will NOT be updated and will simply be re-
added.
Step 7 Select Match Records by (this option will be available ONLY if Allow Duplicate Accounts is disabled)
- Acct# + Branch + Acct Type
- Acct# + Acct Type
- Acct # Only
- Acct# + Loan#
- ULI Only
- ULI + Acct#
- ULI + Action Date
- ULI + Action Code
- ULI + Action Code + Action Date
Step 8 Enable or disable Update Existing Records
8.1 If enabled, place a check mark in the following field groups to be updated:
- Address
- Exceptions Only
- Only if address is different
- Geocode
- Import new geocode from file
- Clear geocode
- Balance Fields
- HMDA Fields
- CRA Fields
- Fair Lending Fields
- User-defined Fields
- All Other Fields
Step 9 Click Save to establish the import definition
Step 10 To run the Import Definition immediately, click the Run Now button located in the upper right-hand corner of the import specification window
Step 11 When the process is complete, a notification will pop up
Step 12 To see results, click on the Results DataPro menu option located on the left-hand side of the page
Article Reference CNX612