Importing Existing New Loans and Payments from Prior Servicing Systems

Importing Existing New Loans and Payments from Prior Servicing Systems

From your main Trakker screen, select the System > Utilities > Convert Data option.

1.	When this process is finished, a ‘Complete’ window will appear with the message informing that ‘Files are exported’. Click the okay button.

2.	Now, you will need to go to the root directory in which Trakker is installed (C:\MFS). In this folder is located a subfolder called dataout. Open this folder.

3.	Locate any file with the format year.xls (i.e. 2006.xls). Double click this file to open it in an Excel spreadsheet.

4.	In excel, select all rows except the row containing column headers and delete this information.

5.	Save the file as year.xls which will now have just column headings.

6.	Next, the payment history data must be imported. For an explanation of definitions of each column, Dataout - Year Files.

7.	Once all data has been inputted, sort the information by year, saving each year as a separate file (i.e. 2004.xls, 2005.xls, 2006.xls, etc.).

8.	These files can now be sent to the Help Desk to be converted into the proper data files for Trakker to interpret.