ConvertW Import Structure
Important Notes:
- This structure is ONLY for use with the ConvertW program.
- You must include the fields listed in the Required Fields list—even if there is no data in the fields. All other fields are optional.
- The order of the fields in your dBASE file does not matter.
- Field Types must match (C-character, D-date, N-numeric, L-logical). For example, NMID, NMDPHONE, and NMZIP must be character type fields.
Required Fields:
FIELD |
TYPE |
LENGTH |
DESCRIPTION |
|
NMNAME1 |
C |
15 |
|
First Name |
NMNAME3 |
C |
30 |
|
Last Name |
NMADDR1 |
C |
36 |
|
Address line 1 |
NMCITY |
C |
20 |
|
City |
NMSTATE |
C |
2 |
|
State |
NMZIP |
C |
10 |
|
Zip |
Optional Fields:
- You can include any other fields from the NAMES and NAMUDFS tables.
- If you include the NMFIRM field: CONVERTW will look to see if you have also included the Firm data fields (see below). If you have, it will create a firm record in the Firm database using the Firm data fields. If you did not include any Firm data fields, it will create a firm record using the NMFIRM field as the Firm name and the individual’s address data fields (i.e. address1, address2, city, state, and zip) as the Firm address.
- Interest Codes: you may include up to 19 Interest/Mailing List Codes using the C1 - C19 field naming convention. IMPORTANT - Interest Code columns in your dBase file CANNOT be longer than 10 characters.
Firm Data Fields
Use these fields IF you want to create a separate FIRM record that is linked to the Name record.
Required Fields:
FIELD |
TYPE |
LENGTH |
DESCRIPTION |
|
FMFIRM |
C |
50 |
|
Firm Name |
FMADDR1 |
C |
36 |
|
Firm Address line 1 |
FMADDR2 |
C |
30 |
|
Address line 2 |
FMCITY |
C |
20 |
|
City |
FMSTATE |
C |
2 |
|
State |
FMZIP |
C |
10 |
|
Zip |
Optional Fields:
FIELD |
TYPE |
LENGTH |
DESCRIPTION |
|
FMPHONE |
C |
15 |
|
Phone |
FMORG |
C |
6 |
|
Organization Code |
FMSIC |
C |
6 |
|
SIC code |
FMEMPLOY |
N |
5 |
|
# of Employees |
FMSIZE |
N |
7 |
|
Size (in 000s) |
FMEXTRA |
C |
65 |
|
Additional Information |
FMCOMM |
M |
10 |
|
Firm Comments |