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 VIEW LAYOUT/FORMAT to view the expected format of the import file.
• The Select File button is used to browse for the import file. You can also drag the import file and drop it in the area to the right of the button.
  • 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.
• Click the Submit button to import the file.