Specify the Import Configuration

Use the Pre-Import Set Up tab in the Import Excel window to specify the configuration for importing new business into Latitude.

To specify the import configuration

1. In the Import Excel window, click the Pre-Import Set Up tab.

Select a Customer: Customer for whom to import new business.

Select a Desk: Desk to assign to the imported accounts. We recommend that you select the Inventory desk for pre-collection activities (such as credit reports) and then distribute the accounts to Collector desks.

Select a first letter: First letter to request for the primary debtor on each account. Use Letter Console to print the letter. Use Letter Requester to request letters for co-debtors on the accounts.

Date Accounts Were Received: Date your organization received the new business.

Select an Excel Spreadsheet: Name of the spreadsheet that contains the data to import.

Select a Worksheet: Name of the worksheet within the spreadsheet that contans the data to import.

Select a Layout: Layout of the import file. The first time you import new business for a customer, select New Layout. Thereafter, if the layout doesn't change, select the name of a saved layout.

Do Not Allow Duplicate Accounts: If selected, the system doesn't import duplicate accounts.

Add Collection Charges to Accounts: If selected, the system includes collection charges when importing the data.

Enter Fee to Apply: Percent of the account balance to charge as a collection fee.

Bucket: Money bucket to store collection fees.

Check Only With Instruction From Global: Do not use unless Latitude by Genesys  instructs you to do so.  

2. Complete the information and then click the Import tab.