PRO Import Operation Procedures and File Format
FOR LIEN WRITER PRO® IMPORTS

Overview


Lien Writer® Pro contains a system for inputting records from Internet web sites.  

Setting Up File Imports


You have first have to setup to receive the import file.   There are FTP and HTTP solutions available in the program, but the most common solution is the HTTP Site setup.  There is a sample file at our Lienwriter.com site.  The fields that need to be setup for the HTTP test are:

HTTP Site File:                HTTP://www.lienwriter.com/sample_file/lien.txt

HTTP Download File:        lien.txt

Incoming Directory:        c:\program files\lien program\receive


Then check Import/Export Electronic, Do Data Update, Use Data Update, Use Today’s Entry Date and Mark Imported Records:



Importing the Internet file

Once setup, you can test import the file:



This will bring up the FTP/HTTP Import screen:



Press Download Internet Source Files button and the file will download:



The program will download the file.  Then press the Append Records to Current Jobs:



Press the 1) Process Download Files button and your data will be processed.  Any duplicates or new companies will be noted:



Press the 2) Print Report for Unprocessed for a list of the records to be imported:



Finally, press the 3) Append Import to Current Jobs and the records and companies, if necessary, will be imported into your Lien Writer® Pro system:



And the new record and company are added.  The Process checkbox is automatically checked:



Import File Format

What we call the PRO Import File Format  is a field comma delimited text (using the double quote character “ for field data), one record per line, an unlimited number of records per file,  interface that was originally designed for use with any Internet platform.  The structure for the Import files is listed below:

All fields are ASCII text, 65 fields per line, one line per record, terminated by a carriage return (CHR(13)) or carriage return / line feed (CHR(13) + CHR(10)).


The data must be generated in the storage file as listed.  How you get the data in is your business.  The fields have changed over the years, and hence the odd order.


Field # = Order of input field.

Field Data = What field is filled with the data.

T = Data type (again text format):

     N = Numbers only as text.  Program will convert.

     C = Character field (Alphanumeric and other legal characters).

     B = Boolean field, yes or no.  This should be a drop box that will return “Yes” or “No” as text.  Program will convert.

     D = Date field (MM/DD/YY, 8 characters) or (MM/DD/YYYY, 10 characters) as text.  Program will convert.


Ln = Field Maximum Length (Date can be 10, but defaults to 8.


IMPORT/EXPORT FILE FORMAT, CURRENT JOBS OR HISTORY TABLE


Field# Field Data                     T    Ln   Description
1)     Company Number                 C    10   This is your assigned company code for your client, or your own assigned number (see below).   
2)     Company Contact Name           C    35   This is the contract name for your client.
3)     Company Title                  C    35   This is the contact name title for your client.
4)     Company Name                   C    70   This is the name of your client.  Input over 35 characters will be split into two fields.
5)     Company Mailing Address        C    35   This is the mailing address of your client.
6)     Company City                   C    22   This is the city of your client.
7)     Company State                  C     2   This is the state of your client.
8)     Company Zip Code               C    10   This is the zip code your client.
9)     Company Telephone              C    14   This is the telephone of your client.
10)    Company Fax                    C    14   This is the fax of your fax.
11)    Company E-Mail                 C   170   This is the e-mail of your client    
12)    Owner Telephone Number         C    14   This is the Telephone of the owner  
13)    Level of Service               C    40   This is a text field that can be generated by a drop box.  Common list “Low Priority, High Priority” 
14)    Form Type                      C    35   This is a text field that can be generated by a drop box.  Common list “Prelien, Warning Notice, Mechanic’s Lien”
15)    Notes Text                     C   254   This is a text field for a scroll box.  Up to 254 characters can be entered.   
16)    Customer Name                  C    70   This is your customer’s name.  Input over 35 characters will be split into two fields.    
17)    Customer Street                C    35   This is your customer’s address.  
18)    Customer City                  C    22   This is your customer’s city.  
19)    Customer State                 C     2   This is your customer’s state
20)    Customer Zip Code              C    10   This is your customer’s zip code   
21)    Customer Telephone             C    14   This is your customer’s telephone   
22)    Customer Fax                   C    14   This is your customer’s fax number   
23)    Project Name                   C    70   This is the project name.  Input over 35 characters will be split into two fields.
24)    Job or Invoice                 C    40   This is the customer Job number or invoice set.  Job numbers are preferred.   
25)    Project Street                 C    35   This is the project street address. Must a PHYSICAL address, no P.O. boxes.  
26)    Project City                   C    22   This is the project city.
27)    Project State                  C     2   This is the project state (NOTE: VERY IMPORTANT).   
28)    Project Zip Code               C    10   This is the project zip code.
29)    Project County/Parish          C    35   This is the project county or parish   
30)    Assessor’s Parcel Number       C    64   This is the assessor’s parcel number.  It is large enough for up to 3 or 4 numbers 
31)    Is Public Job?                 B     3   “Yes” or “No” if this is a public works job.  Use a drop box
32)    Is a Federal Job?              B     3   “Yes” or “No” if this is a federal public work.  Use a drop box
33)    Texas Notice Number            N    10   Which Texas Notice number (drop box, should default to “1”, available to 4)                     
34)    Owner’s Name                   C    70   This is the property owner’s name.  Over 35 characters will be split into two fields.

35)    Owner’s Mailing Address        C    35   This is the property owner’s mailing address.

36)    Owner’s City                   C    35   This is the property owner’s city.

37)    Owner’s State                  C     2   This is the property owner’s state.

38)    Owner’s Zip Code               C    10   This is the property owner’s zip code.
39)    General Contractor’s Name      C    70   This is the General Contractor of the job. Input over 35 characters will be split into two fields.
40)    General Contractor’s Address   C    35   This is the General Contractor’s address.
41)    General Contractor’s City      C    35   This is the General Contractor’s city.
42)    General Contractor’s State     C    35   This is the General Contractor’s state.
43)    General Contractor’s Zip Code  C    10   This is the General Contractor’s zip code.
44)    General Contractor’s Phone     C    14   This is the General Contractor’s telephone.
45)    General Contractor Acct. No.   C    16   This is the General Contractor’s number.
46)    Lender / Surety Name           C    70   This is the Lender or Surety’s name. Input over 35 characters will be split into two fields.
47)    Lender / Surety Address        C    35   This is the Lender or Surety’s address.
48)    Lender / Surety City           C    22   This is the Lender or Surety’s city.
49)    Lender / Surety State          C     2   This is the Lender or Surety’s state.
50)    Lender / Surety Zip Code       C    10   This is the Lender or Surety’s zip code.
51)    Lender / Surety Acct. Number   C    16   This is the Lender or Sureties account number or bond number.
52)    Owner Contract Number          C    40   This is the Owner’s Contract Number.
53)    Customer E-Mail Address        C   170   This is your Customer’s e-mail address.
54)    General Contractor E-Mail Add. C   170   This is the General Contractor’s e-mail address.
55)    Owner E-Mail Address           C   170   This is the Owner’s e-mail address.
56)    Lender/Suretie’s E-Mail Add.   C   170   This is the Lender or Surety’s e-mail address.
57)    Lender’s Telephone Number      C    14   This is the Lender or Surety’s e-mail address.
58)    Estimated Amount of Job        N    11   This is the Estimated Amount of the job.
59)    Balance Due                    N    11   This is the Balance Due on the job, if known.
60)    Date Performance Began         D    10   This is the job started or shipped date of the job, 8 (NN/NN/NN) or 10. (NN/NN/NNNN) format.
61)    Date Performance Ended         D    10   This is the job end for your client, 8 (NN/NN/NN) or 10 (NN/NN/NNNN) format, if known.
62)    Date Job Pre-Liened            D    10   This is the job pre-lien date, 8 (NN/NN/NN) or 10 (NN/NN/NNNN) format, if known.
63)    Date Note of Completion filed  D    10   This is the job was Notice of Completion was filed, 8 (NN/NN/NN) or 10 (NN/NN/NNNN) format, if known.
64)    Column 64                      C    40   NOT CURRENTLY USED.  Just put a two double quotes here (“”).
65)    Run ID                         C    30   Unique ID generated by your system.

During import, if the data is not in this format, it will not import incorrectly.





Created with the Personal Edition of HelpNDoc: Easy CHM and documentation editor