Client & Portfolio Management

The Nexum Import Center: Review Every Placement Before It Goes Live

New accounts come in from client files, but nothing goes live until an admin reviews and commits the batch.

Mistakes caught at import cost seconds. Mistakes caught after a call cost much more.

Summary

The Import Center brings new placements into the CRM from CSV files.

Every batch, including client-uploaded files from the portal, waits for admin review before going live.

Possible duplicates are shown side by side so staff can merge, separate or verify.

Key takeaways

Ask clients to use the standard template.

Resolve every held duplicate before committing.

Never commit a batch you haven't spot-checked.

What the Import Center does

The Import Center brings new accounts into the Nexum CRM from a client's file. Nothing goes live until an admin reviews and commits the batch, so mistakes can be caught first. Batches uploaded by clients through the Client Portal also arrive here, waiting for review.

Importing a client's file

Click Import Center in the left menu.
Click Download Template for the standard column layout, and ask clients to use it where they can.
Under New Import, choose the client the accounts belong to.
Choose the CSV file. Only .csv works; if the file is in Excel, save it as CSV first.
Review the batch, resolve any held rows, then commit.

Resolving possible duplicates

When an incoming person matches an existing debtor on SSN and last name, the row is held with a side-by-side comparison: Incoming (this import) and Existing debtor. Choose one of three:

Approve Merge: same person; the new account is added to the existing debtor.
Different Person: a separate debtor is created.
Send to Task for Verification: a task is created for someone to confirm. Come back and approve or reject once it's confirmed.

What to check before committing

The right client is selected.
Row counts match what the client said they sent.
Balances look reasonable; no negatives or obvious decimal errors.
Required fields are present.
Duplicates are resolved.
Any special instructions from the client are noted.

Why review matters

Bad data at import becomes bad calls, wrong balances, duplicate outreach and misleading reports. Catching it here is far cheaper than catching it after a consumer complains. See validate every placement before it enters production and clean creditor data before it reaches a collector.

For clients

Clients see their upload's status in My Uploads, including In Review. Reviewing promptly is part of good client service.

Why it matters

The Import Center is the front door of your portfolio. A controlled, reviewed front door keeps everything behind it cleaner.

See it working in your agency

Book a 30-minute guided Nexum demo built around your agency's real bottleneck, or call 502ZONE directly at (786) 524-4252. Nexum Open CRM is free: no license fee, no seat fees, no subscription. Add 502ZONE modules only when you want more recovery.

Bring us your most expensive collections problem.

Our guided 30-minute session focuses on your real workflow and the problem costing you the most.

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