Setup for Importing Data Files

The import setup wizard guides you through the steps required to import data from a file, such as an Excel spreadsheet or a text file. In order to import a data file, you need to map Mortgage Quest fields to the data file fields. This only has to be done once for each data file.

The Import Template Manager manages the process for creating and editing templates.

It has the following features:

·      New – Create a new template.

·      Edit – Edit an existing template.

·      Rename – Renames a template.

·      Delete – Deletes a template.

To create a new data file template:

1.  Click the import  icon.

2.  Select Import File from the Read Data From list.

3.  Click Setup Wizard.

4.  Click New.

5.  Enter a template name and click Next.

6.  Select Import File Type. The file type describes the format of the data to be imported. Click Next.

Note: Mortgage Quest cannot import Excel Workbooks. You must open the workbook file and save it using the type “Excel 4.0 Worksheet.” Then select this file to import.

7.  Select the type of people you are importing. Mortgage Quest cannot import both borrowers and contacts from one data file. Click Next.

8.  Indicate the status of the people being imported:

·      Clients – All imported people will have the Mortgage Quest status field set to Client.

·      Prospects – All imported people will have Mortgage Quest status field set to Prospect.

·      Use status field – Select if the imported data has a status field that can be mapped to the Mortgage Quest status field.

9.  Click Next.

10. Click Select File to select the file to import and then click Next.

11. Mortgage Quest displays one record read from the import file and displays it in the left list.

12. Select the first item in the import data list. Select the Mortgage Quest field that corresponds to this data item and click Map.

13. Continue mapping import data fields with the Mortgage Quest fields. Make sure you go in the order or the list. If there is no corresponding Mortgage Quest field, click Skip.

14. Click View to see the mapping between Mortgage Quest and the data being imported.

15. Click Save and then Close when finished.

16. Click Report to print a list of mapped ACT! and Mortgage Quest fields.

17. Once a template is created, select it from the Read Data From list and click Read Borrower or Read Contacts to import data.

18. To use select a different file to import, click  and select the file. The file needs to have the same order of fields; otherwise the data will not map correctly with Mortgage Quest fields.