Import assessed amounts to efficiently update property records with assessment values from an external source or assessment system. Importing this information reduces manual data entry, improves accuracy, and ensures property tax calculations are based on the most current assessed values. This process is commonly used during assessment updates, annual valuation cycles, or when integrating data between systems.
Examples:
By importing assessed amounts, you can save time, reduce data entry errors, and ensure property records contain accurate values for billing, reporting, and tax calculation purposes.
Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions. See the help topic titled How do I back up a database? (Send Databases)
Create records for values that were created by a non-Caselle application.
Do this...
1. Open Connect Property Tax Collection > Real Properties > Import Assessed Amounts.
2. Select the Import File Type.
The import file type identifies the method in which the data is stored in the file.
What is the import file type?
Caselle delimited. The import file uses a file layout predefined by Caselle. This file type uses a comma (,) to mark the end of a field. Select Caselle Delimited as the Import File Type.
Caselle fixed length. The import file uses a file layout predefined by Caselle. This file type uses a set value to determine the field length. Field values that exceed the set field length will be truncated. Select Caselle Fixed Length as the Import File Type.
User-defined delimited. This import file does not use a file layout predefined by Caselle and it uses a character to mark the end of a field. Select User-defined Delimited as the Import File Type. Then, click on the Delimiter field and type in the character or symbol that marks the end of a field. Example: comma (,), semicolon (;), colon (:), etc.
User-defined fixed length. This import file does not use a file layout predefined by Caselle and it limits the field length and format. Select User-defined Fixed Length as the Import File Type.
3. Enter the Import filename.
The import filename is the filename and file location of the import file.
What is the import filename? Where is the import file located?
The import file is located in the Connect directory. All of the Connect applications are located in the default d:\Connect directory, where you replace d:\ with the appropriate drive letter. If the import file was created and saved to the Connect default directory, then you only need to enter the import filename and extension. For example, ImportFileName.txt
The import file is located in a local or network directory. If you are importing a file that is stored on a disk or hard drive, type in the drive letter and path followed by the import filename and extension. Example: d:\my documents\ImportFileName.txt
4. Enter the Lines to Skip.
A column heading that describes the data in a column but is not necessarily data that you want to use to create a record is a line to skip. In this example, the yellow line is the column heading row.
Does the import file contain column headers or extra information that you do not want to import?
Yes, the import file contains headers or extra information. Click on the Lines to Skip field, then enter the number of rows to omit from the import file.
No, the import file does not contain headers or extra information. Enter 0 (zero) in the Lines to Skip field.
5. Select the Print option.
All of the following options will process the import file. The report prints the import properties and lists any processing errors.
What do you want to do with the imported transactions?
I want to create transactions. Select No Report as the Print option.
I want to create transactions AND print a report. Select Report as the Print option.
I want to print a report. Select Report Only as the Print option.
6. Is User-defined Delimited the Import File Type?
Yes, User-defined Delimited is the Import File Type. If the import file's column headings match the field names shown in the Type column, which is located in the Import File Fields grid, then you need to match the corresponding type to the column heading in the import file. Use Select Types or click on a row in the Import File Fields grid to select from a list of Types.
No, User-defined Delimited is not the Import File Type. Continue to the next step.
7. Is User-defined Fixed Length the Import File Type?
Yes, Caselle Fixed Length or User-defined Fixed Length is the Import File Type. The read-only display area shows the column numbers. Use the Select Types button to choose the type of data that is stored in each field; the display order is important. Use the Up and Down arrows to place the Types in the same order as the fields appear in the import file. If the field should not be imported, select (skip) Do Not Import.
No, Caselle Delimited or User-defined Delimited is the Import File Type. Continue to the next step.
8. Click GO (CTRL+G).
The file is imported.
A delimiter is a character that marks the beginning or end of a unit of data. A delimited file is a variable-length field where the field length is based on the field's contents. Commonly used delimiters in export files include the comma (,), semicolon (;), and colon (:).
Which delimiter does this import file use?
Use the Delimiter field to enter a character.
A delimiter is a character that marks the beginning or end of a unit of data. A delimited file is a variable-length field where the field length is based on the field's contents. Commonly used delimiters in export files include the comma (,), semicolon (;), and colon (:).
Which delimiter does this import file use?
Use the Delimiter field to enter a character.
The import filename is the filename and file location of the import file.
What is the import filename?
The import file is located in the Connect directory. All of the Connect applications are located in the default d:\Connect directory, where you replace d:\ with the appropriate drive letter. If the import file was created and saved to the Connect default directory, then you only need to enter the import filename and extension. For example, ImportFileName.txt
The import file is located in a local or network directory. If you are importing a file that is stored on a disk or hard drive, type in the drive letter and path followed by the import filename and extension. Example: d:\my documents\ImportFileName.txt
The import file type identifies the method in which the data is stored in the file.
What is the import file type?
User-defined delimited. This import file does not use a file layout predefined by Caselle and it uses a character to mark the end of a field. Select User-defined Delimited as the Import File Type. Then, click on the Delimiter field and type in the character or symbol that marks the end of a field. Example: comma (,), semicolon (;), colon (:), etc.
User-defined fixed length. This import file does not use a file layout predefined by Caselle and it limits the field length and format. Select User-defined Fixed Length as the Import File Type.
A column heading that describes the data in a column but is not necessarily data that you want to use to create a record is a line to skip. In this example, the yellow line is the column heading row.
Does the import file contain column headers or extra information that you do not want to import?
Yes, the import file contains headers or extra information. Click on the Lines to Skip field, then enter the number of rows to omit from the import file.
No, the import file does not contain headers or extra information. Enter 0 (zero) in the Lines to Skip field.
Choose the report output.
I want to post transactions. Select No Report as the Print option. Running the routine will apply credit fees and create transactions.
I want to post transactions AND print a report. Select Report as the Print option. Running the routine will apply credit fees, create transactions, and print a report that shows which transactions were created.
I want to print a report. Select Report Only as the Print option. Running the routine will print a report that shows which transactions were created.