How to Add Co-Debtors in Bulk
Adding co-debtors in bulk is similar to the steps to adding account information using the Account Updater tool. You must use an account identifier such as the main debtor’s SSN, Internal ID, or the Client Claim Number to add a co-debtor to the account.
To obtain the Internal ID go to Tools > File Exporting > Data Exporter. After selecting the applicable filters, select Debtor Internal ID from the data elements list at the bottom of the screen and click Add >> and then either View Report located below or Export Accounts located above (this will download a csv file to your computer).
Using the Account Updater tool:
1. Click Tools > File Updating > Account Updater in the menu bar.
2. Click .. / Choose File.
3. Select the file to be used to update your accounts.
4. Click Create New File Map.
5. You must now create a new mapping to associate with this file. If you already have a mapping you’d like to use, skip to step #9.
6. Match up the columns from your file to the appropriate fields in Simplicity using the “CoDebtor” elements. Ensure to map either the main debtor’s SSN, Internal ID, or Client Claim Number; you must have one of these identifiers included in order to add co-debtors successfully. (NOTE: If you map any fields that are blank, nothing will update. Only map fields that have data.)
7. Give this mapping a name.
8. Click Save New Mapping.
9. Choose the mapping from the drop-down list (if it is not already selected).
10. Click Update Accounts.
If you see that the co-debtors did not update properly (or only some did), the downloaded Results file will explain in the first column what the problem was. You can use this information to figure out what might have caused the issue, and what account(s) were not updated. Make the necessary adjustments to your file and/or mapping and perform the update process again to take care of any issues.
To add more than one co-debtor per account in bulk, please upload a new spreadsheet with the additional co-debtor information and repeat the steps above.