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Merging Imported Mineral Data

Purpose

Use this procedure to merge imported mineral data into the database.

The merge process does the following:

Backs up the affected tables.

Updates data for existing properties, owners, and agents.

If necessary, creates new property, owner, and agent records.

Caution Caution Icon

Once completed, the merge process cannot be undone.

At the beginning of the merge process, the system backs up the affected tables. The only way to restore your system to the way it was prior to the merge is to request True Automation Client Services' assistance in restoring the tables that were backed up.

Prerequisites

Procedure

  1. In PACS Appraisal, choose File > Import > Mineral/Personal Property.

    The Mineral Import List is displayed.

  2. Right click the run and then choose Merge Imported Data.

    Another Mineral Import List window is displayed.

    Caution Caution Icon Before using the Exclude properties with a value of zero option in the next step, note that a zero value may be the only way that a mineral vendor can delete an existing property. If you do not include new property records that have a value of zero, you run the risk of duplicate assessment of mineral properties that are split into new properties, where the original parent property value is changed to zero, and the newly created properties bring in new value.

Recommendation: We recommend NOT SELECTING the Zero Check Box option. By selecting the Zero Check Box option, you will not receive a complete mineral roll because the zero value properties will not be imported.

To exclude property records that have a value of zero, select Exclude properties with a value of zero. Otherwise, leave the check box unchecked. Then click Next.

  1. If you have imported data for a certified year, use the following options to complete Mineral Import Merge –Supplement dialog box. Otherwise, proceed to Step 5.
  2. Complete the following options.
  3. Click Next.

    The Mineral Import Merge –Summary screen is displayed.

  4. View the summary information. Then click Finish.

Result

The imported mineral data is merged into the database. During the merge, EX 366 process is run, all properties are recalculated, and the calculate taxable value process is run.

Next Steps

View or to verify that the imported values are included.