Import Consumer Data - Simplicity

Modified on Mon, 15 Apr 2024 at 09:35 AM

Import Simplicity Files

This feature allows the System Administrator or Single Point of Contact ("SPOC") to upload a file from their Simplicity Collections System with consumer data directly into the portal. This example explains the file format and the manual upload process. Uploading over and SFTP server is preferred for a full integration, but manual uploads are helpful for testing or getting onboarded quickly.

Export your Consumer file from Simplicity. Once the consumer file is exported using the Exporter Method follow these instructions to upload.

Important notes before you begin:

These instructions are ONLY to be used with the Exporter Method. The Automatic Export Manager option will automatically upload the consumer data to the portal and bypasses this step.
Data files from simplicity must follow strict formatting rules. These are the standard Simplicity filenames and the importer expects them to be unmodified.
The Simplicity file MUST Include all required fields in the grid below. The non-required fields are optional.
You may include additional field names, which will be converted to Custom fields, but you must follow the rules below.
- Fieldnames cannot contain spaces or any non alphanumeric characters.
- Fieldnames must start with a letter.
- You cannot duplicate field names.

The following fields will be mapped from Simplicity into the Portal

Simplicity Field Name	Required	Portal Field Name	Comments
case_number	Yes	UniqueID	The primary reference number
debtor_first_name	Yes	PrimaryFirstName
debtor_last_name	Yes	PrimaryLastName
debtor_address_one	Yes	Address
debtor_state	Yes	State
debtor_city	Yes	City
debtor_zip	Yes	Zip
debtor_email	Yes	Email
current_balance_due	Yes	CurrentBalance
creditor	Yes	OriginalCreditor
debtor_payment_id	Yes	*debtorpaymentid	Custom Field
client_claim_number		ClientID
client_name		ClientName
last_four_ssn		SSN
current_claim_status		InternalStatus
debtor_dob		DOB
last_four_ssn		SSN
issuer_account		OriginalAccountNumber

To further ensure the security of your data, only users specified by your SPOC will be allowed to upload data files. If you require additional users to have access to this feature, please have your SPOC contact our support team.

Upload Files

Log into the Admin Portal
Go to the Dashboard.
Click the Simplicity File link. (if you don't see this option, you may not have permissions).
Select the Choose File button
Navigate to your Simplicity csv file and click OK

Imports will start processing within a few minutes (usually less than 5) of your upload. An email will be sent to your email address with a notification of when the import starts and when the import has finished processing. Once complete, you will be able to access and see all consumer data. For more information on consumer accounts, check out our help article on how to access consumer data.

View History

To view the history of your data file uploads, click Import History link to view the progress of the import. This will display two sections.

Pending Files - Files that you have uploaded but have not been processed yet. Most files are processed within a few minutes of uploading. Larger files may take longer.
History - Files that were previously imported. The last 50 files will be available here.

Click the View link to drill down into the details of the data submission.