Market Quest uses a common set of features to manage and control importing data. The availability of a particular Market Quest feature depends on the types of data contained in the other program.
The import screen has the following features:
· Read Data From – Select the interface module or file to be imported.
· Program/File Location – Specifies where the other program is located or the file to be imported.
· Market Quest User – If you are using the Multi-User Enterprise system, you can select a user to import.
· Other Program Sales Rep ID – Information in this field is used to determine which loan files belong to a Market Quest user. For example, if Market Quest User John Brown identifies his records as JB, this field should contain JB. Use Map Sales rep IDs to set this field.
· Read Customers – Reads information from another program or data file and creates and updates customer records.
· Read Contacts – Reads information from another program or data file and creates and updates contact records.
· Setup Wizard – Guides you through the setup process for importing data.
· Import Options – Display importing options in effect.
· Remove Last Import – Remove any records created during the last import.
· Show Links – Displays Market Quest records and their corresponding file or record ID.
· Map Sales rep IDs – Reads the Rep IDs in other loan program and displays them so you can map an ID with a Market Quest user.
To import data:
1. Click
the import 
icon.
2. The import screen displays where you can manage and control importing. This screen is used to import data from another program or a data file.
3. Select Read New Customers or Read New Contacts. Depending on the type of data imported, one of these options may not be available.
Setup for Importing Data Files