Managing OCA Export Templates

If your organization sends data to an Outside Collection Agency (OCA), you probably need to customize the forwarded data so the OCA can correctly import the information. OCA export templates allow for this customization.

This section includes the following topics:

 

Creating a new OCA export template

Revenue Results allows you to create custom templates for exporting data to an OCA. Then, when configuring an OCA, you can select the custom template to use when sending data to the OCA.

To create a new OCA export template:

Step 1: Navigate to Administration > Forwarding > Define OCA Export Templates.

 

Step 2: In the Manage OCA Export Templates window, click New.

 

Step 3: In the New OCA Export Wizard, do the following, and then click Next:

  • In the Export name field, type the name of the new template.
  • From the Format drop-down list, select the output format of the file.
    Note: The output format depends on the requirements of the OCA you are creating the template for.
  • In the Base file destination field, either type the location of the base file for this OCA export template, or click the Browse  button to select it from a location on your system. The export file is written to the file you specify.
  • In the File information area, do the following:
  • In the Text qualifier field, type the symbol used to denote text in the export file.
  • From the Row delimiter drop-down list, select the symbol for signifying the end of a row in the export file.
  • From the Column delimiter drop-down list, select the symbol for signifying the end of a column in the export file.
  • Select Include column names in first data row to include the column labels in the first row of the file.

 

Step 4: In the Available fields area, select the fields to include in the OCA export template, and click the Move Right  button to move the fields into the Selected fields area.

 

Step 5: In the Selected fields area, organize the fields by highlighting a field and clicking the Move Up  or Move Down  buttons.

 

Step 6: Click Finish to save the export template. The template now displays in the Manage OCA Export Templates window.

 

Step 7: Click Close.

 

 

Editing an existing OCA export template

Revenue Results allows your organization to change an existing OCA export template.

To edit an existing OCA export template:

Step 1: Navigate to Administration > Forwarding > Define OCA Export Templates.

 

Step 2: In the Manage OCA Export Templates window, select the export template to change, and click Edit.

 

Step 3: In the Edit OCA Export Template Wizard window, repeat Steps 3-7 from Creating a new OCA export template.

Main Support Line:

          
All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
Angel Davis (Support) Ext. 5756 Angel.Davis@revq.com
Kellie Mendenhall (Trainer)   Ext. 5676 Kellie.Mendenhall@revq.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

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