Import Data into M2R

Importing requirements for M2R

The import feature in M2R can save you time by avoiding double data entry. The import feature can be used by customers who maintain their accounts in another software package/database, spreadsheet document or other .txt, .csv type files

To import your accounts into M2R the data file you are importing must be in a comma-delimited .txt or .csv format. For increased accuracy we highly recommend using a header record in your import file even though it is not required. If you use a header the field names need to match the import field names selected in the import setup.

We suggest that you import at least the following information, which is required by the credit bureaus for reporting consumer accounts. Any information which is required by the credit bureau you are reporting to that is not imported into M2 Reporter will have to be manually entered. Highlighted fields are required by the M2R program for importing data into M2R. (Note: actual field data can be imported as blank even for required fields and manually entered later if needed.)

2. Fields Recommended for reporting Consumer Information

Account Number
Customer First Name
Customer Last Name
Customer Address Line (1)
Customer City
Customer State
Customer ZIP
Date Opened
Current Balance
Account Status (1)
Date of Account Info

Customer SSN
Customer DOB
ECOA Code (1)
Credit Limit
Scheduled Monthly Payment
Date Closed
High/Original Credit (Original loan amt)
Last Payment Amt (actual payment)
Date Closed
Payment Rating

Last Payment Date
Compliance Condition
Original Creditor (2)
Creditor Classification (2)
Consumer Information Indicator
Terms Duration (3)
First Delinquency Date (2)
Past Due Amount
Original Charge-off Amount

(1)Can be setup as a default or a mapped code
(2)Required for Collection Agencies
(3)Only for accounts with a portfolio type of Installment or Mortgage

2. All available import fields

Reporting Company ID
Account Number
Account Type
Portfolio Type
Date Opened
Date of Account info
Date Closed
Credit Limit
High/Original Credit
Terms Frequency
Terms Duration
Scheduled Monthly Payment
Actual Payment Amount
Date of Last Payment
Account Status
Payment Rating
Current Balance
Amount Past Due
Special Comment
Compliance Condition
Original Charge-off Amount
Date of First Delinquency
Original Creditor Name
Creditor Class
Purchased Portfolio/Sold to Name
Portfolio Indicator

Mortgage Agency ID
Mortgage Account Number
Mortgage ID Number (MIN)
Specialized Payment Indicator
Deferred Payment Start Date
Specialized Payment Due Date
Specialized Payment Amount
Commercial Customer Name
Customer First Name
Customer Middle Name
Customer Last Name
Customer Name Suffix
Customer SSN
Customer DOB
Customer Home Phone
Customer Country
Customer Address Line 1
Customer Address Verified
Customer Address Line 2
Customer City
Customer State
Customer ZIP
Customer Residence Code
Customer Consumer Trans Type
Customer Consumer Info Indicator
Customer Occupation

Customer Employer
Customer Employer Address Line 1
Customer Employer Address Line 2
Customer Employer City
Customer Employer State
Customer Employer ZIP
Customer ECOA
Joint First Name
Joint Middle Name
Joint Last Name
Joint Name Suffix
Joint SSN
Joint DOB
Joint Home Phone
Joint Customer Same Address
Joint Country
Joint Address Line 1
Joint Address Line 2
Joint City
Joint State
Joint ZIP
Joint Residence Code
Joint Consumer Trans Type
Joint Consumer Info Indicator
Joint ECOA

How do I import my accounts into M2R?

Create your .txt or .csv file for import
Open the M2R program
Go to the Tools Menu
Go to Import Accounts
Select "From a Text File"
In the Import File field type in the path for your import file or browse for it by clicking on the Browse... button
Choose the file format, Delimited or Fixed Length
Select the type of import; Add New Records, Update Existing or both.
Click on the "Ignore First Line of Data" box if you are using a header record
Select the fields you are importing from the Available Fields list on the left hand side. Note: if you are using a header record you don't have to worry about the order. If you are not using a header record the order of your Available Fields must be in the same order fields in your import file.
Setup any Map Codes or Default Codes
Click on Save Settings
Click on Import

Using the "Map Codes" feature

Setting Default Codes - If the value or code for a specific import field is the same for all of your accounts or if you have some accounts that have a blank value for a specific field you can set a default code.

                    1. In the Import Accounts setup click on the Map Codes button at the bottom of the scre
                    2. From the Code Category list choose the field you want to set the default code for
                    3. From the Default Value list choose the value you want the specified field to have
                    4. Click the Ok button at the bottom of the window

Setting up Mapped Codes - If you have a value or code for a specific import field in your import file and it does not match the metro 2 value in M2R you will need to setup a mapping code for each value you are importing.

                1. In the Import Accounts setup click on the Map Codes button at the bottom of the screen
                    2. From the Code Category list choose the field you want to set the mapped code for
                    3. You will now see a list of Metro 2 Codes and their descriptions in the middle of the window
                    4. To the far right will be a list called Your Code. This list is defaulted with the metro 2 code. For each code that you need to map, change the metro 2 code in the
  Your Code list to the code or description that you are using in your import file.
5. Click the Ok button at the bottom of the window