Import Account Placements

Use the Process tab in the Client Configuration window to import accounts the client is placing with your organization.

To import account placements

1. In the AIM Receiver Manager window, in the Name column of the data grid, click the Client icon. The Client Configuration window appears, with the General tab selected.

2. Click the Placement tab.

3. Verify that you selected the correct customer and desk to which to move the accounts before importing the placement data.

4. Click the Process tab.

5. In the Import section, click Placement (CPLC). The Open dialog box appears.

6. Click the Placement file to import and then click Open. A notification dialog box appears, which shows the number of records and total account balance in the file.

7. Click OK. Data from the file appears in the preview window.

8. To review debtor information, click the plus sign (+) next to a file number. An account can have multiple debtors associated to it.

9. After reviewing the data, click Import File. When the import process is complete, a notification dialog box appears.

10. Click OK.

11. To review any processing errors, click the History tab.

Related Topics

Import Overview