Equus Software

There is an import for setting the Equity Amount, Currency, and Equity Date on the Equity Request Details screen.  It uses the service order number of the service order used…

Equity Amount Import

The Update Equity Amount Import can be used to update homesale equity request data.  What gets imported is a comma delimited (.csv) file with the first line/row of the file…

Update Equity Amount Import - Overview

Click for sample file
The Equity Request Details record must exist and a Service Order must exist for that Equity Request.
All four fields must be present for each row;…

Update Equity Amount Import - Additional Details and Sample file

The Update Equity Amount Import screen is available at both the system and the company level.  To run a system level import, click on the Configuration tab and locate the…

Running the Update Equity Amount Import

The import file must be a comma delimited (.csv) file.  An excel file can easily be saved as a comma delimited (.csv) file by selecting the File &gt;&gt; Save As…

Update Equity Amount Import - Import File Requirements

Update Equity Amount Import

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