Wagers & Associates, Inc.



 
Holder Reporting System

© 1999-2009
Wagers & Associates, Inc.

Frequently Asked Questions
HRS Pro Importing



What formats can I use to import my unclaimed property information into HRS Pro ?

My unclaimed property is in an Excel spreadsheet. Can I import my spreadsheet into HRS Pro ?

I want to use the HRS Pro Template Spreadsheet; where do I find it ?

Can I import the NAUPA II formatted file back into HRS Pro ?

Why am I getting errors when I finish importing my sdf or dbf import file ?

Error message - File contains first owner(s) with no last name

Error message - invalid date

Error message - Spreadsheet contains no valid data


What formats can I use to import my unclaimed property information into HRS Pro ?

Currently HRs Pro has the ability to mport four different layouts.
  1) HRS Pro Template Spreadsheet
  2) The old template.dbf
  3) .SDF text files
  4) .DBF table
Detailed information regarding the different layouts can be found in the HRS Pro User's Guide, Appendix A.

My unclaimed property is in an Excel spreadsheet. Can I import my spreadsheet into HRS Pro ?

No, you would need to cut and paste your unclaimed property data into the HRS Pro Template Spreadsheet. (Read next question)

I want to use the HRS Pro Template Spreadsheet; where do I find it ?

The HRS Pro Template Spreadsheet can be found within HRS Pro. Simply go to the Utilities Area, click on Import Data and then look for the link to "Open Excel Template File".
Once you click on the link the spreadsheet will open in Excel.

Can I import the NAUPA II formatted file back into HRS Pro ?

No. The file that is generated is meant for import by the state to which you are sending the report. It cannot be imported back into HRS Pro. To correctly import data into HRS Pro, follow the file format specified in User's Guide.

Why am I getting errors when I finish importing my sdf or dbf import file ?

Be sure that your import file is formatted correctly and is exactly how it is shown in User's Guide. Be sure that you also have the correct codes for the state you are reporting to when importing also.

Error message - File contains first owner(s) with no last name

Make sure that every record for an individual or business has data in the first owner last name field or column AC on the HRS Pro Template Spreadsheet 1.0.1.
Make sure that there is no total record at the bottom of your spreadsheet. HRS Pro thinks it is another record with incomplete data.
If you are still getting the error message, save your template spreadsheet as an Excel 5.0/95 workbook.

Error message - invalid date

  1. Check that there are no empty dates
  2. Check that date format should look like 3/14/1998 in cell format
  3. Check that the SSN field does not start with a letter
  4. Check that the zipcode field does not start with a letter
  5. If all checked above, try saving as an Excel 4.0 version

Error message - Spreadsheet contains no valid data

You are probably using Excel 2007. Please save your template spreadsheet as an Excel 5.0/95 workbook.





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