Calyx Point 7 - Chapter 18-Data Import and Export; Data Import; Importing.Txt Files

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Data import and export
Use the Point data import and export features to transfer data between Point, lenders, and
other applications.
Any software program that can perform either of the following two functions can transfer
data:
• Create ASCII (delimited text) files
• Save files in a Fannie Mae format
Point enters the data into the correct fields and recalculates any figures that are affected
by the change.
Import and export templates help to automate the import and export processes.
Data import
You can import the following types of data into a Point file:
• Another application using an import template
• Borrower master file
• Fannie Mae Desktop Originator or Desktop Underwriter files on the local machine
• Point for DOS
Importing .txt files
You can import ASCII data into new and existing prospect, borrower, and co-borrower
files.
To import data from a
.txt file:
1 Open or create the loan file that will receive the imported data.
2 Select File > Import From > Other App (using import template).
In this topic
• Data import
• Data export
Related information
For information about how to create import and export templates, refer
to Import and export templates, on page358.
Prerequisite
• You must create an import template with mappings to the fields that
are to be included in the import.
• You must convert the import file to an ASCII delimited file (.txt)
before you can begin the import.