Calyx Point 7 - Importing Point for DOS Files

436 Calyx Software
Data import and export
The Choose a Data Import Template To Use dialog box is displayed. The default
directory for import templates is C:\PNTTEMPL\DATAIMP.
3 Select a template and click Open.
If an input data file (the file that contains the data to be imported) was specified in the
template you selected, the import is automatically initiated when you click Open.
If an input data file was not specified, the
Specify an Input Data File dialog box is
displayed.
4 Enter the full file name and path (for example, c:\leads\pointimp.txt) in the
FileName field
or locate and select a file.
5 Click Open to initiate the import process.
The import is completed.
Importing Point for DOS files
To import a file in Point for DOS format into Point:
1 Open a new or existing prospect or borrower file.
2 Select File > Import From > Point for DOS.
The
Import Data from Point for DOS dialog box is displayed.
3 Navigate to the file location and select the file to import.
4 Select the file type from the Files of type dropdown list.
5 Select the file to import from the directory and click Open to initiate the import
process.
The import is completed.
Related information
• For more information about how to create data import templates,
see Creating data import templates, on page359.
• For more information, see Knowledge Base article #0098 Importing
Data into Point files using text delimited files.
Caution
Data imported into an existing loan file from a Point for DOS file
overwrites the existing data in the file.