Import Functions Overview

Import Screen

Function List

Import File Formats

Overview

The Import menu item provides authorized users access to functions that can be performed to maintain system-level data. User authorization is setup or changed using the OM/Security Group Setup and Security - Users Maintenance functions. Import/Apply functions are accessed via the drop-down Function box that appears in the Navigation Bar of the Import Screen.

When you click on the drop-down box in the Navigation Bar, you are presented with the functions you will use to upload various types of data into CRC. These functions are outlined below. As you can see, the Import processes involve two steps. The first step is to upload the data. The second step is to apply the data to the system.

Note: Users are not required to do the Import process to add Records. Users can manually add batch files and associated Records using the applicable Apply function.

You can click on the link below for more information, or access the topic from the online help system table of contents.

Data Entry

Some functions require Data Entry. For example date entry requires MM/DD/YY or the user can click on the Calendar Icon to the right of the parameter date.  Data Entry details are provided in each Function Help page.

Function List

The following table provides a brief description of each function that you select from the drop-down box and a link to the associate help documentation for the function by clicking on the name of the function.

Function	Description
Import
Customer Accounts	Import files that contain records pertaining to new and existing Customers, Customer addresses, and Loan/Receivables.
Payments	Import files that contain payment records for Customers.
Exits	Import files for Customers to be exited from enrolled status to repayment.
Clearinghouse-Federal	Import file will update the enrollment and deferments for your Customers.
Banner Accounts Receivable	This process extracts data from Banner Accounts Receivable into an Import file that may then be applied through Import Apply Accounts Receivable.
Apply
Benefit Allowances	Provides the ability to process exact same benefit, generate a letter and add a comment to multiple customers.
Customer Accounts	Create batch or Apply Import file containing Customer and Account origination records, subsequent disbursements to existing Accounts, and Customer address changes.
Payments	Create batch or Apply Import file containing Account payment records.
Exits	Create batch or Apply Import file containing exit records.
Clearinghouse-Federal	Create batch or Apply Import file containing clearinghouse records.
Banner Accounts Receivable	This process applies Banner Accounts Receivable debts to CRC
Load/Reload
FEDACHdir Routing Codes	The purpose of this process is to keep Bank routing numbers current.

  

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