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

 

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