Import from ASCII File Layouts

A file can contain multiple records and each can one of the following three types: Payment, Billing, or Recurring Charge. The following tables describe the fields for each record type and in the order in which they must appear in the file.

Name	Max Length	Value
Record Type	1	(P)
Property	10	Required
Building	5	Required
Unit	8	Required
Resident ID		Optional. If blank, uses current status resident. If no current resident, uses previous status resident. Otherwise, a possible error may display.
Resident Name	50	Optional
Trans. Date		Optional. Allowed date formats are MM/DD/YY, MMDDYY, MM/DD/YYYY and MMDDYYYY. If blank, uses eSite login date.
Amount		Required
Payment Type		Optional. If blank, uses C—Check. C—Check P—Credit card $—Cash M—Money Order
Check Number	20	Optional
Description	30	Optional

Example:

P,01,00001,01,1,,9/25/95,500.00,C,123,September Payment

Name	Max Length	Value
Record Type	1	(B)
Property	10	Required
Building	5	Required
Unit	8	Required
Resident ID		Optional. If blank, uses current status resident. If no current resident, uses previous status resident. Otherwise, an error might appear.
Resident Name	50	Optional
Trans. Date		Optional. If blank, uses eSite login date. Allowed date formats are MM/DD/YY, MMDDYY, MM/DD/YYYY and MMDDYYYY.
Income Code	5	Required
Amount		Required
Reference	15	Required
Description	30	Required

Example:

B,01,00001,01,1,,9/25/95,RENT,500.00,"Sept. Rent","September Rent"

Name	Max Length	Value
Record Type	1	(C)
Property	10	Required
Building	5	Required
Unit	8	Required
Resident ID		Optional. If blank, the current status resident is used. If no current resident, the previous status resident is used. Otherwise, an error might appear.
Resident Name	50	Optional
Income Code	5	Required
Pro-In Date		Optional. Allowed date formats are MM/DD/YY, MM/DD/YYYY, and MMDDYYYY.
Charge Begins		Required. Allowed date formats are MM/DD/YY, MM/DD/YYYY, and MMDDYYYY.
Charge Expires		Optional. Allowed date formats are MM/DD/YY, MM/DD/YYYY, and MMDDYYYY.
Amount		Required
Frequency	1	Optional. If blank, uses Monthly. M—Monthly Q—Quarterly S—Semiannual A—Annual D—Daily W—Weekly

Example:

C,01,00001,01,1,,rent,09/25/95,10/1/95,,500.00,