Import from ASCII Overview

Payment, billing, and recurring charges records can be imported into eSite via a comma-delimited ASCII file. A single import file may contain all three types of transactions.

When payments are imported, the amount paid is automatically allocated to any outstanding open item, based on defined allocation rules. When billings are imported, only one transaction header and invoice number is used for all import records to a particular resident.

For the ASCII file to be successfully imported into eSite, it must meet the Import from ASCII file layout requirements and be stored in the designated folder in your eSite Output folder.

Note

When a file is imported, the file name is changed to include the user name, and the current date and time. For example, a file named UploadData.txt created by Supervisor on 11/10/2008 at 4:23 is renamed Supervisor-20081110-16:23:44-UploadData.txt'.

When importing the ASCII file, eSite searches each record for a Resident Name or Resident ID. If neither is found, eSite searches for a Current status resident. If none are found, then eSite searches for an On-Notice status resident or Transfer Out status resident before skipping the record.