Import Processing

After you define the Import Template you can begin to Import files into Revenue Results.

There are two ways to process import files:

  • Manually
  • Automatically through a scheduled event

Manually Process the file

Step 1: Navigate to Operations < Import

The Debtors, Payments, and Adjustments import options are always available.  Depending on the optional modules you have installed, you also might see Victims, UIF, Conversion, and Net Data.

Debtor- This is the import of new Debtors and Accounts.  You can also use the Debtor option to run Update Demographic Debtor information only files, such as address updates.

Step 2:  Select Debtors.

Step 3: From the Template drop-down list, select a template.

Step 4:  Browse to the file location.

Step 5: To look for existing Debtors using Debtor Matching rules, select the Merge duplicate debtors checkbox .  If Revenue Results finds a debtor that already exists, it adds the new account to this Debtor rather than creating a brand new Debtor record.

Step 6: To have the system automatically update any fields that you made available for update in the Import Template, select the Overwrite existing data with newer data checkbox.  If Revenue Results recognizes new data in the file, it will replace the old data with the new data and place the old information in the Notes of the Debtor or Account that was changed.


Step 7:  To test if the file will run properly, click Run Test.

*Failures will show the error message and why the line will fail.

Step 8:  Click Import ; you will see a dialog screen like this.

*It is fine to continue to work in Revenue Results while an import is running.

Step 9:  After the file is complete an Import Results box similar to this displays.

Step 10:  To review any failures and reasons why, click the View Import Log.  When the file completes successfully, it displays like this. 
When the file is completely successful it displays like this.

Step 11: Click Close to exit.


Payment Import files work very similar to Debtor Imports.
Step 1:  Navigate to Operations < Import < Payment

Step 2:  Select your Import template from the drop down list.  This will have been predefined in the Import Template section.

Step 3: Select the file location

Step 4:  Click OK to begin and a status box similar to this displays.

Step 5:  You will receive success and error messages similar to the Debtor Import.

Adjustment Import

Step 1:  Navigate to Operations < Import < Adjustments

Step 2:  Select a Template from the drop down list and select file Location.

Step 3:  Select default Line item code (in necessary).  This applies if every adjustment in the file will apply to the same line item.  If you have defined a specific line item code within your file, this selection is not used.

Step 4:  Click OK to begin Import.  You will receive a message like this as import processes.

Step 5:  You will receive Success or Failure messages similar to the debtor import.


Automatically process Import through the Scheduled Events

Imports also can be run automatically through Scheduled events menu.  This option will leave a Revenue Results client open during the import time selected, and the system will automatically grab the import file.

Step 1: navigate to Administration > Other > Define Scheduler Events

Step 2:  Click the + sign to add a new Scheduled Event

Step 3:  Select the Event Type Drop down box and choose Import.

Step 4:  Choose the Frequency to run the Import File

Step 5:  Select the Event Parameters
Import Type: Debtors/Accounts, Payment, Adjustment, Victim, etc.
Import Template: Select the proper template to use for the import file
Import file path: Select where the file is located that the system will retrieve the file
File Name: type the file name for the system to retrieve.  Use * for a wildcard. 
For example the payment file is always called Payments_Court022809.txt so a standard name, but with the date changing each day.  You would type Payments_Court*.txt and the system will grab the one out there of that name.
Check mark merge options needed per Import file type.

Step 6: Click OK to save.

Important things to remember!

  • Setup a separate Scheduled event for each Import File Type
  • Do not overlap on time of the Import Frequency if you can help it.
  • After a file is imported by the system it is automatically moved into a Processed file so that it cannot be grabbed again by mistake.
  • The User that set up the scheduled event must be left on during the scheduled event time.  If the events are defined under the “Administrator” user, than the “Administrator” has to be left on to run the events.
  • Do not have multiple instances of the User who set up the event logged in or the files will process more than one time!!!

To learn more about Scheduled Events, click here.

Main Support Line:

All Support Team Members (866) 684-7387
Chris Stickney (Support) Ext. 5673
Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662