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RecoveryPro Import Fields

 Below are the import fields from Microsoft Excel Spreadsheet to RecoveryPro. Some of the fields are required (as marked below). The rest are not required and do not have to be in your spreadsheet. Instructions can be found on the Import Screen of RecoveryPro.

AccountNumber * Required

DebtorIDNumber  (If you use the ID Number of an existing debtor - ID Number listed in Debtor Screen - the import will use this instead of trying to match debtors by SSN & DOB. This will eliminate duplication of debtors - debtors with no SSN or DOB listed - or assigning the wrong debtor to an account - wrong SSN and DOB in record.)

LastFirst **  (Not Required if Last and First used separate - use as Last,First - Not Required if DebtorIDNumber is used.)  (Debtor 1)

LastName **  (Can be business name)  (Debtor 1)

FirstName  (Debtor 1)

Address  (Defaults to 'Unknown')  (Debtor 1)

City  (Debtor 1)

State  (Debtor 1)

Zip  (Debtor 1)

DOB  (Debtor 1)

SSN  (Debtor 1)

Phone  (Debtor 1)

Phone2  (Debtor 1)

CellPhone  (Debtor 1)

Email  (Debtor 1)

SpouseName  (Debtor 1)

CreditorIDNumber  (If you use the ID Number of an existing creditor - ID Number listed on Creditor Screen - the import will use this instead of trying to match creditors by name. This will eliminate duplication of creditors - creditor name spelled different in record - or assigning the wrong creditor to an account - two creditors with same name.)

Creditor  * Required  (Not Required if using CreditorIDNumber)

CreditorAddress  * Required  (Not Required if using CreditorIDNumber)

CreditorCity  * Required  (Not Required if using CreditorIDNumber)

CreditorState  * Required  (Not Required if using CreditorIDNumber)

CreditorZip  * Required  (Not Required if using CreditorIDNumber)

CreditorPhone

CreditorEmail

PreCollectionFees  (These are fees that your creditor accrued that can be legally recovered.

Balance * Required  (Amount owed on account - in order to calculate interest)

AccountDate * Required  (This is the date the account is due. Either the judgment date - judgment - or charge off date - collections)

InterestStartDate * Required  (Date that interest is calculated from - Defaults to current date - is often the judgment date or charge off date)

SOLStartDate * Required  (Date that starts Statute of Limitations - Date of service or last payment date. Defaults to InterestStartDate)

APR  (Defaults to '0')

CompoundInterestY  (This is 'Y' for yes - to calculate compound interest vs. simple interest - blank defaults to 'No')

AccountTypeCJS  (This is the account type - 'C' for Collection; 'J' for Judgment; and 'S' for Solicitation - of judgment - blank defaults to 'C' - for collection account)

Debtor2IDNumber  (If you use the ID Number of an existing debtor - ID Number listed in Debtor Screen - the import will use this instead of trying to match debtors by SSN & DOB. This will eliminate duplication of debtors - debtors with no SSN or DOB listed - or assigning the wrong debtor to an account - wrong SSN and DOB in record.)

Debtor2LastName

Debtor2FirstName

Debtor2Address

Debtor2City

Debtor2State

Debtor2Zip

Debtor2DOB

Debtor2SSN

Debtor2Phone

Debtor2Phone2

Debtor2SpouseName

OrigAddress  (This is Debtor 1's original address - saves into notes)

OrigCity  (This is Debtor 1's original city - saves into notes)

OrigState  (This is Debtor 1's original state - saves into notes)

OrigZip  (This is Debtor 1's original zip - saves into notes)

Misc (Misc through Misc6 all save into notes)

Misc2

Misc3

Misc4

Misc5

Misc6

EmployerName

EmployerAddress

EmployerCity

EmployerState

EmployerZip

WorkPhone

BankName

BankAddress

BankCity

BankState

BankZip

BankPhone

BankAccountNumber

BankRoutingNumber

 

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