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It is possible to assign a collection status to your accounts at initial import. In order to accomplish this, you will first need to create the  create the status.

Once you have created the collection status, you can create an additional column in your excel spreadsheet for “Status”, or something similar that will identify this column to you when mapping.  You will need to use the *EXACT* status in your spreadsheet, otherwise the new status will be assigned to the “General” status type. For example, for an existing status of:

[Open] Ready to Collect

Would need to be entered as Ready to Collect in your spreadsheet.

Once your status column is complete, and you are to the mapping stage of import, you will map the column representing status to “Status”, and complete your import.

 

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.