These instructions are specific to Simplicity. For a broader consumer experience, we recommend using the standard CSV process, which works with any collection system: Importing Consumer Data using CSV 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 using Simplicity’s File Export feature. Once the consumer file is exported follow these instructions to Import. 

Important notes before you begin: 

• These instructions are only to be used with Simplicity’s  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 specific formatting rules. These are the standard Simplicity field names and import feature expects these to remain unmodified to function as expected.
• You may include additional field names, which will be converted to Custom fields, but you must follow the rules below.
  • Field names cannot contain spaces or any non alphanumeric characters.
  • Field names must start with a letter.
  • You cannot duplicate field names.

required fields:

case_number
debtor_first_name
debtor_last_name,
debtor_address_one
debtor_state
debtor_city
debtor_zip
debtor_email
current_balance_due
creditor
debtor_payment_id

The following fields will be mapped from Simplicity into the Portal

For more information on Simplicity files see their document: https://app.simplicitycollect.com/Files/Simplicity%20Manual.pdf

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.

Additionally, please review the Standard Field Settings to determine what accessibility options should be applied for consumers regarding accounts such as access to the portal and specified payment options.

Upload Files

1. Log into your Admin portal
2. Click Simplicity File
3. Click Choose File
4. Select 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.

1. 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.
2. 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.