Use this procedure to import the following data from an appraisal district:
Note The system will use the current Appraisal District Configuration to match owner/agent information with records on your system. Match will perform historically first and then by Appraisal District configuration. If you have never imported any appraisal data and have not configured your system for an import, proceed to Maintaining Appraisal District Configuration in the Appraisal Data Import user guides for instructions on setting up Appraisal District Configuration prior to importing Owner/Agent data.
The Appraisal Import List is displayed.
The Owner/Agent Import dialog box is displayed.
True Automationdefault value.
Note The Software Vendor field is automatically populated according to configuration settings.
Owner/Agent Importdefault value.
OWNER_AGENT_HEADER.TXTfile type and then click Browse to display the Open dialog box.
OWNER_AGENT_HEADER.TXTfile from a shared network. For example:
In the above file path,
pacsserver is your server name and
AppraisalImportData is the name of the folder where you saved the appraisal district's file on your computer.
Note The system will not accept a file path beginning with a drive letter (for example,
D:). We recommend that you import from a server rather than a PC on a network.
Your import is displayed in the Appraisal Import List with the date and completion time stamp in the Import Status column.
Tip We recommend leaving the Appraisal Import List open. The following tasks begin from this window.