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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