You need help with: Controller: Company , Action: RDNImport

RDN Import Data - Help

RMPv3 can now import data from RDN. Below are the steps necessary to complete this import.

Getting Data From RDN 
RDN Import V1
   1. Log Into RDN.
   2. Go TO RDN MultiSearch. On the Main Menu under Section 5. click "***Multi-Search***". You can also click "MultiSearch" in the top row of tabs (tab 5).
   3. Go to the "Status Criteria" information and select Open and Need Info.
   4. In the last box "Sort By" select "Order Date". This will maintain your case assignment order.
   5. Click "Search" at the bottom left.
   6. Click the "Configure Results" button at the top left of the grid that is now displayed.
   7. Clear any columns in the "Columns To Display" area on the right.
RDN Import V1 Fields
   8. Select the following Columns in the "Available" area on the left. All columns must be selected, those columns are as follows:
   First Name
   Last Name
   CS Last Name
   CS First Name
   Lienholder Name
   Year
   Make
   Model
   VIN
   Home Phone
   Vehicle License
   Vehicle License State
   Borrower's Home Addresses
   Borrower's Work Addresses
   Cosigner's Home Addresses
   Cosigner's Work Addresses
   Account Balance
   Monthly Payments
   Amount Past Due
   Case Number
   Status
   Order Date
   Client Name
   Account Number
   Repo Type
RDN Import V2 Fields
   8. Select the following Columns in the "Available" area on the left. All columns must be selected, those columns are as follows:
   First Name
   Last Name
   CS Last Name
   CS First Name
   Lienholder Name
   Year
   Make
   Model
   VIN
   Home Phone
   Vehicle License
   Vehicle License State
   Address
   City
   State
   Home Zip
   Borrower's Home Addresses
   Borrower's Work Addresses
   Account Balance
   Monthly Payments
   Amount Past Due
   Case Number
   Status
   Order Date
   Client Name
   Account Number
   Repo Type
   9. Click the "Return To Results" button at the bottom left.
  10. Click the "Export Results" button at the top left next to the "Configure Results" button.
  11. Click "Save" on the dialog box that appears. Choose a location to save the file on your local computer, name the file if you want. Now click "Save" at the bottom right of the explorer box that poped up. Click "Close" on the original dialog box. Now the file has been saved and is ready to import into RMPv3.


Upload Data To RMPv3 
   1. Log Into RMPv3.
   2. Go To Company Files. On the Main Menu, click "Company", then click "Company Files" in the sub menu.
   3. Click on "Upload" at the top right and a popup will appear allowing you to select a file on your local computer to upload to RMP. Once the file is located on your computer you can double click it to start the file upload - or - you can click once on it and then click "Open" to the bottom right of the popup.
   4. Now that your file has been uploaded to RMPv3, select the checkbox next to the file you just uploaded. In the Actions Listing select "Import" and click "Go" next to the list. Once the import popup appears you need to choose which options you want to use during the import.
   1. Load as Passive Cases - Passive accounts do not show up in RMP Reporting & Searches unless specified, this allows you to keep.
       these accounts from effecting your RMP reporting. For Limited RMP Users this option is preselected.
   2. Load as Refresh - This will close any accounts open in RMP that are not included on the csv file. You can select a Client
       to filter the request. If you choose a certain client only that clients accounts will be effected.
   3. Mode - Client Mode is used for importing cases into your company and automatically assigning them to a CLIENT.
       Sub-Contractor Mode is used for importing cases into your company and automatically assigning them to a SUBCONTRACTOR.
   4. Import Context - You can choose to only have the import effect only the selected Client or All Company Cases.
   5. Now that you have selected all of your options to perform the import click "Import" at the bottom left of the popup. As the import progresses you will see the progression information located at the bottom of the import popup window. You can click on "Continue Working" and allow the import to run while you are working on other items. You can always return to the Company Documents section and see what the results were of the last import. Once on the Company Documents page, you will see the last import information under the Upload function.


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