This feature reads customer data from another program or data file and creates new customer records in Market Quest. If a customer already exists in Market Quest the record will be updated with the imported information.

To read new customers:

1.  Click the Import  icon.

2.  Select the name of the other program or the template name from the Read Data From list.

3.  If you are using the Multi-User Enterprise system, select the Market Quest user from the list of users. You can also select All Sales reps from the list. However, you should map sales rep IDs to all Market Quest users before you use the All Sales reps option.

4.  If you mapped Rep IDs to Market Quest users, only files that match the Other Program Sales rep ID data will be read. If this field is blank, all files are read and created in the name of the sales rep selected.

5.  Click Read Customers.

6.  When Market Quest reads customers from another program or data file, it searches its Customers database to see if the record already exists. Market Quest will not create another customer record if it finds a match. A match is found in one of the following conditions:

7.  Social Security numbers match.

8.  If the social security numbers and loan IDs don’t match, Market Quest uses the primary customer's first and last name.

9.  If Market Quest doesn't find a matching customer, it will create a new record in the Customers database.

10. If a customer has been previously imported, Market Quest updates the record with new imported information. If the Update All option is set to Yes, Market Quest updates all previously imported records. If it is not set, only open loans and prospects are updated. Closed loans are not updated. This improves importing performance.