Import File Formats


Import Functions Overview

Import File Formats:

  

Customer and Account Data Import File Format - CRC

Field Name

Length

Columns

 Required?

Format/Comments

Record 1

 

 

 

Mandatory Record

Record Identifier

1

1-1

Y

Value = "1"

Social Security Number

9

2-10

Y

999999999

Filler

1

11-11

N

Leave blank.

FAO Account Name

12

12-23

Y

12 alphanumeric characters.

This is one of the keys used to determine if this record represents a new Account or a subsequent disbursement for an existing Account.

Amount of Account

9

24-32

Y

9 decimal characters with 2 characters to the right of the implied decimal point (positions 31 and 32 *); right justified. Ex: $2450.50 would be entered as 245050

School Code

6

33-38

Y

6 alphanumeric characters.

Campus

2

39-40

Y

2 alphanumeric characters.

Enrollment From Date

8

41-48

Y

Format is "YYYYMMDD".

Enrollment End Date

8

49-56

Y

Format is "YYYYMMDD".

Term

6

57-62

Y

Format is "YYYYMM".

Transaction Date

8

63-70

Y

Format is "YYYYMMDD".

Bursar Account Number

12

71-82

 

 

SID Number

12

83-94

 

 

Promissory Note Number

6

95-100

 

6 alphanumeric characters.

Academic Level

1

101-101

  

Value from NSL_ACLVL in coded data values

PastDueDate

8

102-109

  

Format is "YYYYMMDD".

Late Charge Amount

9

110-118

  

9 decimal characters with 2 characters to the right of the implied decimal point (positions 31 and 32 *); right justified. Ex: $4.50 would be entered as 450

Filler

1

119-119

Y

";" in position 119.

Record 2

 

 

 

Mandatory Record

Record Identifier

1

1-1

Y

Value = "2"

Social Security Number

9

2-10

Y

9 numeric characters.

Filler

1

11-11

Y

Leave blank.

Customer Last Name

20

12-31

N

20 alphanumeric characters;

If present, then this value will be used to update the value currently in Customer record.

Filler

1

32-32

Y

Leave blank.

Customer First Name

20

33-52

N

20 alphanumeric characters;

If present, then this value will be used to update the value currently in Customer record.

Customer Middle Name

15

53-67

N

15 alphanumeric characters;

If present, then this value will be used to update the value currently in Customer record.

Customer Name Suffix

3

68-70

N

3 alphanumeric characters;

If present, then this value will be used to update the value currently in Customer record.

Filler

2

71-72

N

Leave blank.

Transaction Date

8

73-80

Y

Format is "YYYYMMDD".

Filler

1

81-81

Y

Value = ";"

Record 3

 

 

 

 Optional

Record Identifier

1

1-1

Y

Value = "3"

Maiden Name

20

2-21

N

20 alphanumeric characters.

If present, then this value will be used to update the value currently in Customer record.

Date of Birth

8

22-29

N

Format is "YYYYMMDD".

Driver's License Number

12

30-41

N

12 alphanumeric characters.

If present, then this value will be used to update the value currently in Customer record.

Sex

1

42-42

N

Value must be "M" (male) or "F" (female).

Driver's License State

2

43-44

N

Any Valid 2 character State code

Estimated Graduation Date

8

45-52

N

YYYYMMDD

Filler

39

43-81

Y

Value = ";" in position 81.

Record 4

 

 

 

Mandatory only if Record 3 is used.

Record Identifier

1

1-1

Y

Value = "4"

Address 1

30

2-31

N

If both Address 1 and Address 2 are omitted, then records 4 and 5 will be skipped during origination.

Address 2

30

32-61

N

If both Address 1 and Address 2 are omitted, then records 4 and 5 will be skipped during origination.

City

18

62-79

N

Value will be ignored if both Address 1 & 2 are omitted.

Address Description

16

80-95

N

 

Filler

2

80-81

Y

Value = ";" in position 96.

Record 5

 

 

 

Optional

Record Identifier

1

1-1

Y

Value = "5"

Country

30

2-31

N

30 alphanumeric characters.

State

2

32-33

N

2 alpha characters.

Zip Code

10

34-43

N

10 alphanumeric characters; Format is "nnnnn-nnnn".

Daytime Phone

10

44-53

N

10 numeric characters

Daytime Extension

4

54-57

N

4 numeric characters

Evening Phone

10

58-67

N

10 numeric characters

Evening Extension

4

68-71

N

4 numeric characters

Filler

10

72-81

N

Value = ";" in position 81.

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Customer and Account Data Import File Format – Banner

Field Names

Length

Columns

Format/Comments

Record Type 610

  

  

  

Record Identifier

3

1-3

“610” (Header)

Router

8

4-11

 

Batch Date

8

12-19

YYYYMMDD

Batch Reference

6

20-25

 

Total Gross

10

26-35

99999999v99

Transaction Count

6

36-41

999999

Transaction Type

2

42-43

Space filled

AFD

1

44

Space filled

LST

1

45

Space filled

Description

33

46-78

 

Campus

2

79-80

Required

Fund

3

81-83

Space filled

Loan

2

84-85

Space filled

Record Type 601

PERM

  

  

Record Identifier

3

1-3

“601”

Customer ID

9

4-12

CUSTMAIN.STUDENT_ID (12)

Filler

2

13-14

Space-filled

Last Name

60

15-74

CUSTMAIN.LASTNAME (60),

First Name

60

75-134

CUSTMAIN.FIRSTNAME (60)

Middle Name

60

135-194

CUSTMAIN.MIDINIT (60)

City

50

195-244

ADDRESS.CITY (50)

State

3

245-247

ADDRESS.STATE (3)

Zip

30

248-277

ADDRESS.ZIP (30)

Expected Grad Date

8

278-285

YYYYMMDD

Country

30

286-315

ADDRESS.COUNTRY (30)

Record Type 602

PERM

  

  

Record Identifier

3

1-3

“602”

Customer ID

9

4-12

CUSTMAIN.STUDENT_ID (12)

Filler

2

13-14

Space filled

Address Line 1

75

15-89

ADDRESS.ADDR1 (75)

Address Line 2

75

90-164

ADDRESS.ADDR2 (75)

Address  Description

16

165-180

ADDRESS.DESCRIPTION (30)

Record Type 603

  

  

  

Record Identifier

3

1-3

“603”

Customer ID

9

4-12

CUSTMAIN.STUDENT_ID (12)

Filler

2

13-14

Space filled

Gender

1

15-15

“M” or “F”

Filler

3

16-18

Space filled

Academic Level

3

19-21

LOANMAIN.ACADEMIC_LEVEL

NSLDS.ACADEMICLEVEL

Maiden Name

60

22-81

CUSTMAIN.MAIDEN (60)

Evening Phone

18

82-99

ADDRESS.EVEPHONE (18)

Spouse Name

15

100-114

CUSTFAM.SPOUSE (50)

Spouse ID

9

115-123

CUSTFAM.SPOUSE_SSN (9)

Date of Birth

8

124-131

CUSTMAIN.BIRTHDATE(DATETIME)

(YYYYMMDD)

Enroll Status

1

132

 

Enroll Date

8

133-140

CUSTMAIN.ENROLL_BEGAN

LOANMAIN.ENROLL_BEGINS

NSLDS.DATENROLLBEGINS

(YYYYMMDD)

Social Security Number

15

141-155

(CUSTMAIN.SSN (9)) (if empty set to SID)

Alternate ID

9

156-164

CUSTMAIN.STUDENT_ID (12)

Evening Extension

10

165-174

 

E-mail address

128

175-302

 

Record Type 608

LOCAL

  

  

Record Identifier

3

1-3

“608”

Customer ID

9

4-12

CUSTMAIN.STUDENT_ID (12)

Filler

2

13-14

Space filled

Address Line 1

75

15-89

ADDRESS.ADDR1 (75)

Address Line 2

75

90-164

ADDRESS.ADDR2 (75)

Address  Description

16

165-180

ADDRESS.DESCRIPTION (30)

Record Type 609

LOCAL

  

  

Record Identifier

3

1-3

“609”

Customer ID

9

4-12

CUSTMAIN.STUDENT_ID (12)

Filler

2

13-14

Space-filled

City

50

15-64

ADDRESS.CITY (50)

State

3

65-67

ADDRESS.STATE (3)

Zip

30

68-97

ADDRESS.ZIP (30)

Daytime Phone

18

98-115

ADDRESS.DAYPHONE (12)

Driver License State

2

116-117

CUSTMAIN.DRIVERS_LICENSE_STATE(2)

Driver License Number

25

118-142

CUSTMAIN.DRIVERS_LICENSE_NUMBER (25)

Country

30

143-172

ADDRESS.COUNTRY (30)

Record Type 631

  

  

  

Record Identifier

3

1-3

“631”

Customer ID

9

4-12

CUSTMAIN.STUDENT_ID (12)

Filler

2

13-14

 

Account Name

6

15-20

NOTEMAIN.FAO_LOAN_NAME (12)

Transaction Date

8

21-28

LOANMAIN.OPEN_DATE (YYYYMMDD)

Amount

10

29-38

9999999999 (2 decimal positions are assumed) LOANFINC.PRINCIPAL

Db/Cr indicator

1

39

“D” or “C” or blank

Filler

31

40-70

Space filled

Term

3

71-73

 

Filler

18

74-91

Space filled

Enrollment Begin Date

8

92-99

YYYYMMDD

Enrollment End Date

8

100-107

YYYYMMDD

Record Type 632

  

  

  

Record Identifier

3

1-3

“632”

Customer ID

9

4-12

CUSTMAIN.STUDENT_ID (12)

Filler

2

13-14

 

Account Name

6

15-20

NOTEMAIN.FAO_LOAN_NAME (12)

Transaction Date

8

21-28

LOANMAIN.OPEN_DATE (YYYYMMDD)

Amount

10

29-38

999999999- (2 decimal positions are assumed) LOANFINC.PRINCIPAL

Db/Cr indicator

1

39

“D” or “C” or blank

Filler

31

40-70

Space filled

Term

3

71-73

 

Filler

18

74-91

Space filled

Enrollment Begin Date

8

92-99

YYYYMMDD

Enrollment End Date

8

100-107

YYYYMMDD

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Customer and Account Data Import File Format - Delimited/Excel

Field Name

Type/Length

Example

Required

SSN

Alpha 9

223087246

Yes

SIDNUMBER

Alpha 12

T1234567890

Yes

FIRSTNAME

Alpha 60

Gary

Yes

LASTNAME

Alpha 60

Cage

Yes

CAMPUS

Alpha 2

KN

Yes

SCHOOL_CODE

Alpha 6

TSU

Yes

TRANSDATE

Date YYYYMMDD

20020128

Yes

AMOUNT

Alpha 12

500.00

Yes

FAOLOANNAME

Alpha 10

PERK10

Yes

ENROLLFROM

Date YYYYMMDD

20101101

Yes

ENROLLEND

Date YYYYMMDD

20111101

Yes

MIDDLENAME

Alpha 60

Joseph

No

SUFFIX

Alpha 3

Jr

No

MAIDENNAME

Alpha 60

Smith

No

DOB

Date YYYYMMDD

19700101

No

DRIVERLICENSE

Alpha 25

VA1234567890

No

SEX

Alpha 1

M

No

TERM

Alpha 6

199901

No

ADDRESS1

Alpha 75

451 River Road

No

ADDRESS2

Alpha 75

PO Box 1

No

CITY

Alpha 50

Herndon

No

COUNTRY

Alpha 30

USA

No

STATE

Alpha 3

VA

No

ZIP

Alpha 30

20171

No

DAYPHONE

Alpha 18

5555551212

No

DAYEXT

Alpha 10

123

No

EVEPHONE

Alpha 18

5555551212

No

EVEEXT

Alpha 10

123

No

BURSARLOANNUMBER

Alpha 12

ARDEBT

No

EST_GRAD_DATE

Date YYYYMMDD

20120101

No

DRIVERS_LICENSE_STATE

Alpha 2

NJ

No

PROM_NOTE

Alpha 6

A123456

No

ADDRESS_KIND

Alpha 16

Primary

No

Academic_Level

Alpha 1

1

No

DueDate

Date YYYYMMDD

20101115

No

Charge_amount

Alpha 12

50.00

No

INTERNET

Alpha 128

smith@aol.com

No

FOREIGNID

Alpha 15

BX12345

No

CELPHONE

Alpha 12

7725551212

No

FAX

Alpha 12

7725551212

No

SPOUSE_SSN

Alpha 15

123456789

No

SPOUSE_NAME

Alpha 50

John Smith

No

COMAKER_SSN

Alpha 15

123456789

No

COMAKER_DOB

Date YYYYMMDD

19750101

No

COMAKER_FIRSTNAME

Alpha 60

Jill

No

COMAKER_LASTNAME

Alpha 60

Smith

No

COMAKER_ADDRESS1

Alpha 75

123 University Blvd.

No

COMAKER_ADDRESS2

Alpha 75

PO Box 123

No

COMAKER_CITY

Alpha 50

Dallas

No

COMAKER_STATE

Alpha 3

TX

No

COMAKER_ZIP

Alpha 30

1234567890

No

COMAKER_COUNTRY

Alpha 30

USA

No

COMAKER_SUFFIX

Alpha 3

JR.

No

COMAKER_SEX

Alpha 1

M

No

COMAKER_DAYPHONE

Alpha 18

7725551212

No

COMAKER_DAYEXT

Alpha 10

123

No

COMAKER_EVEPHONE

Alpha 18

7725551212

No

COMAKER_EVEEXT

Alpha 10

123

No

COMAKER_CELLPHONE

Alpha 12

7725551212

No

COMAKER_EMAIL

Alpha 128

jsmit@gmail.com

No

COMAKER_FAX

Alpha 12

7725551212

No

INTEREST_AMOUNT

Alpha 12

500.00

No

COLL_FEE_AMOUNT

Alpha 12

500.00

No

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Payment Import File Format

Using SSN

Field Name

Length

Columns

 Required?

Format/Comments

Social Security Number

9

1-9

Y

999999999

Transaction Date

8

10-17

Y

YYYYMMDD

Transaction Sub-Type

4

18-21

Y

4 char code

Check Number

11

22-32

Y

99999999999

Payment Amount Sign

1

33-33

Y

"-" for negative amount, "+", "0" or blank for positive amount

Payment Amount

13

34-46

Y

13 decimal characters with 2 characters to the right of the implied decimal point (positions 45 and 46); right justified. Ex: $450.50 would be entered as "0000000045050"



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Using Customer ID

Field Name

Length

Columns

 Required?

Format/Comments

Customer ID

12

1-12

Y

XXXXXXXXXXXX

Transaction Date

8

13-20

Y

YYYYMMDD

Transaction Sub-Type

4

21-24

Y

4 char code

Check Number

11

25-35

Y

99999999999

Payment Amount Sign

1

36-36

Y

"-" for negative amount, "+", "0" or blank for positive amount

Payment Amount

13

37-49

Y

13 decimal characters with 2 characters to the right of the implied decimal point (positions 45 and 46); right justified. Ex: $450.50 would be entered as "0000000045050"


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Collection Agency Payments Import File Format

Field

Length

Columns

Format

Description

Required?

Example

Debtor Account Number

12

1 - 12

Alphanumeric

Customer ID

Yes

W01234567890

Payment Date

10

13 - 22

MM/DD/YYYY

Date of Payment

Yes

05/07/2009

Amount Paid by Debtor to Agency

10

23 - 32

999999.99               

Append negative sign (-) if needed; total length of field with sign (-) not to exceed 10 bytes

Yes

50.00

100.00-

Amount Paid by Debtor to School

10

33 – 42

999999.99

Append negative sign (-) if needed; total length of field with sign (-) not to exceed 10 bytes

Yes

50.00

100.00-

Agency Commission

(Amount Due Agency)

10

43 – 52

999999.99

Append negative sign (-) if needed; total length of field with sign (-) not to exceed 10 bytes

Yes

50.00

100.00-

Amount Paid by Agency to School

10

53 – 62

999999.99

Append negative sign (-) if needed; total length of field with sign (-) not to exceed 10 bytes

Yes

50.00

100.00-

Account Type

10

63 - 72

Alphanumeric

Name of Account for which payment was collected

No

Perkins

Check/Reference Number

17

73 – 89

Alphanumeric

Check or reference number associated with this payment

No

12345

ABCDE

Visa

Debtor Last Name

60

90 - 149

Alphanumeric

Debtor’s last name

No

Smith

Debtor First Name

60

150 – 209

Alphanumeric

Debtor’s first name

No

Mary

Debtor Middle Name

60

210 – 269

Alphanumeric

Debtor’s middle name

No

Jane

Remarks

50

270 – 319

Alphanumeric

Free form space provided to agency to pass on any additional information to the school.

No

Return to Client

Payment to account

Direct Payment

Check By Phone

Returned NSF Check

Final Balance Received

Status

3

320 – 322

Alphanumeric

Free form; any value used by agency to identify account status

No

PIF, ACT, SIF, RTC

Agency Commission Rate

7

323 – 329

99.9999

Commission percentage

No

30.0000

Debtor’s Remaining Balance

10

330 - 339

999999.99

Append negative sign (-) if needed; total length of field with sign (-) not to exceed 10 bytes

No

50.00

100.00-



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Exit Import File Format - CRC

Field Name

Length

Columns

 Required?

Format/Comments

Social Security Number

9

1-9

Y

999999999

Last Name

20

10-29

N

 

First Name

20

30-49

N

 

Address Line 1

30

50-79

N

 

City

20

80-99

N

 

State

2

100-101

N

 

Zip

9

102-110

N

 

Parent Name

40

111-150

N

 

Parent Address Line 1

30

151-180

N

 

Parent Address Line 2

30

181-210

N

 

Parent City

20

211-230

N

 

Parent State

2

231-232

N

 

Parent Zip

9

233-241

N

 

Filler

10

242-251

N

 

Birth Date

9

252-257

N

 

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Exit Import File Format - Banner

Field Name

Length

Columns

Format/Comments

Customer ID

9

1-9

 

Full Name

32

10-41

 Last, First Middle

Status

1

42-42

 

Last Term

6

43-48

 

Hours

9

49-57

 

Grad Term

6

58-63

 

Grad Date

6

64-69

 YYYYMM

Withdraw Code

2

70-71

 

Withdraw Date

6

72-77

 YYYYMM

Alternate ID

9

78-86

 

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Clearinghouse File Format

Field Name

Columns

Length

Description/Format

Header Record

  

  

  

Record Type

1-2

2

Value is A1

Member OE #

3-8

6

Member’s OE number.

Member Name

9-48

40

Name of Member.

Response Date

49-56

8

Database survey/response tape created date MMDDYYYY

Response Type

57-57

1

O = Overlay response

A = Additions respons

N = Notification (weekly response)

Filler

58-235

178

Blank

Detail Record

  

  

  

Record Type

1-2

2

Value is D1

SSN Change Flag

3-3

1

Y = SSN has changed since last report

N = No change noted

Z = Unable to determine

Student SSN

4-12

9

Numbers only, no hyphens included

Previous SSN

12-21

9

Provided if applicable

Name Change Flag

22-22

1

Y = Name has changed since last report

N = No change noted

Z = Unable to determine

First Name

23-42

20

First Name of Student

Middle Initial

43-43

1

Middle Initial of Student

Last Name

44-63

20

Last Name

Name Suffix

64-68

5

E.g. III, Jr, Sr

Permanent Address Change Flag

69-69

1

Y = change in perm address (street/city/state/zip/cntry)

N = No change noted

Z = Unable to determine

Street Line 1

70-99

30

Student’s permanent street address

Street Line 2

100-129

30

Continued address (e.g. Apt B)

City

130-149

20

Student’s permanent city

State

150-151

2

Student’s permanent state (FO if foreign country)

Zip

152-160

9

Student’s permanent zip (spaces if state = FO)

Country

161-175

15

Student’s permanent country (only if foreign)

Enrollment Status Change Flag

176-176

1

Y = change in enrollment status

N = No change noted

Z = Unable to determine

Enrollment Status

177-178

1

F or H

Status Start Date Change Flag

178-178

1

Y = change in status start date

N = No change noted

Z = Unable to determine

Status Start Date

179-186

8

Begin date of reported enrollment status

Flag: Status Start Date precedes CH

187-187

1

Y = Date may be misleading (status may have begun prior to school’s CH membership Start); N = Date Valid

School Change Flag

188-188

1

Y = change in school data from last report

N = No change noted

Z = Unable to determine

School Code

189-194

6

School code that reported status

School Branch

195-196

2

School branch (00 if N/A)

AGD Change Flag

197-109

1

Y = change in AGD since last report

N = No change noted

Z = Unable to determine

Anticipated Grad Date

198-205

8

Date student is expected to graduate, reported only if status = F, H, or A

Term Change Flag

206-206

1

Y = change in term dates from last report

N = No change noted

Z = Unable to determine

Term Begin Date

207-214

8

Start date of current academic term for program in which student is enrolled

Term End Date

215-222

8

End date of current academic term for program in which student is enrolled

Certification Date Change Flag

 

 

Y = change in date since last report

N = No change noted

Z = Unable to determine

Certification Date

 

 

Date school certified the reported status

Paper Certification Issued

 

 

Y = Paper certification from accompanies response

N = Certification form not issued

Filler

 

3

Spaces

Trailer Record

  

  

  

Record Type

1-2

2

Value is T1

Number of “F”

3-8

6

Number of records with enrollment status = “F”

Number of “H”

9-14

6

Number of records with enrollment status = “H”

Number of “L”

15-20

6

Number of records with enrollment status = “L”

Number of “W”

21-26

6

Number of records with enrollment status = “W”

Number of “G”

27-32

6

Number of records with enrollment status = “G”

Number of “A”

33-38

6

Number of records with enrollment status = “A”

Number of “X”

39-44

6

Number of records with enrollment status = “X”

Number of “D”

45-50

6

Number of records with enrollment status = “D”

Number of “R”

51-56

6

Number of records with enrollment status = “R”

Number of “Z”

57-62

6

Number of records with enrollment status = “Z”

Number of Paper Certifications

63-68

6

Count of hardcopy certification forms issued to accompany notification to member

Total Records

69-76

8

Total number of physical records including all header, detail, and trailer records

Filler

77-235

159

Spaces

  

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