Summary

The Import Comments tool is used to import comment data that is associated with existing UB accounts. The standard format comma delimited file will import Account Number, Comment Status, and Comment Date data.

Step by Step

1     Open the Import Comments window (UB> Utilities> Import Comments).

2     Import the Comments file. 

• The Configuration drop-down menu is used to select the import configuration you would like to use.
  • A comment-specific import configuration can be created before importing comments. Import configurations are created and maintained on the Import Configuration Maintenance window (SS> Maintenance> Import Configuration).
    • When creating a comment import configuration, Comment Date and Comment Code must be included in the import configuration properties.
  • The standard Springbrook configuration will be selected by default.
  • Click the Display Report Layout icon   to view the expected format of the import file.
• The File Name field is used to select the path of the Comments file you would like to import into Springbrook. Enter a path or click the File Name field label to locate the file by browsing through the file structure on your network.
  • Each Account Number included in the Comments file must already exist as a Springbrook UB Account and each Comment Status included in the file must already exist as a Springbrook Account Status. If an import line item does not meet these requirements, the line item will be skipped and that information will be displayed in the Jobs Viewer.
• Press ENTER or click the Confirm icon to import the file. You can view the progress of the import on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).