Create a Special Assessments Import File

Description of Issue

Need to create a file to import Special Assessments.
Need to create a file to import Betterments.

Context

Property Tax Billing
Special Assessments (txspasmt)
Betterments

Cause

Would like to import a list of Special Assessments or Betterments to add to tax bills.

Resolution

The Special Assessments Import uses a Space Delimited Import File. Basic instructions for creating a Space Delimited Import File can be found here: How to Create a Space Delimited Import File in Excel

The Import File created must be in the following format:

FIELD	Data Type	Size	Positions	Description	Format	Notes
Parcel	Character	30	1-30	Parcel Id		This is a required field. This field should be left justified. There must be a Current Parcel record with a matching Parcel Id in the Parcels (txremast) program, or the import will fail. For more information on this error, please see: Fetch select txremast failed 100 error when importing Special Assessments
Year	Numeric	4	31-34	Year of Assessment	9999	This is a required field.
Special Assessment Principal Charge Code	Character	6	35-40	Principal Assessment Charge		This is a required field. This field should be left justified. There must be a Charge Code with a matching Code and with the Activity of SPAP - Special Assessment Principal, otherwise, the import will fail. If a new Charge Code needs to be created, please see: Add a Charge Code
Special Assessment Principal Charge Code Amount	Decimal (11,2)	12	41-52	Principal Amount	999999999.99	This is a required field. This field should be right justified.
Special Assessment Interest Charge Code	Character	6	53-58	Interest Assessment Charge		Not a required field. This field should be left justified. There must be a Charge Code with a matching Code and with the Activity of SPAI - Special Assessment Interest, otherwise, the import will fail. If a new Charge Code needs to be created, please see: Add a Charge Code
Special Assessment Interest Charge Code Amount	Decimal (7,2)	8	59-66	Interest Amount	99999.99	Not a required field. This field should be right justified.
Application Date	Character	10	67-76	If blank space, then defaults to today's date.	mm/dd/yyyy	Not a required field.
Apportionment Date	Character	10	77-86	If blank space, then defaults to today's date.	mm/dd/yyyy	Not a required field.
Bill Date	Character	10	87-96	If blank space, then defaults to today's date.	mm/dd/yyyy	Not a required field.
Interest Calculation Date	Character	10	97-106	If blank space, then defaults to today's date.	mm/dd/yyyy	Not a required field.
Applied	Character	1	107	Y (for "Yes") if the Special Assessment has already been added to a bill. N (for "No") if the Special Assessment has not already been added to a bill.		This is a required field. If the Special Assessment needs to be added to a bill, this value should be N.
Paid Amount	Decimal (10,2)	11	108-118	The amount of the Assessment that has already been paid.	99999999.99	Not a required field. This field should be right justified.
Date Paid	Character	10	119-128	The day any payments were made.	mm/dd/yyyy	Not a required field.
Interest Rate	Decimal (4,2)	5	129-133	The interest rate of the Special Assessment.	99.99	Not a required field.
Filler	Character	35	134-168	For future use only.		Not a required field. Should be blank at this time.
Number of Items	Numeric	10	169-178	Number of items associated with the Special Assessment. For example, trash or recycling bins.		Not a required field.

A file in the correct format with just the required fields would look like so: Special Assessment Import Example - Required Fields Only

A file in the correct format with all the fields would look like so: Special Assessment Import Example - All Fields

If a created file is not importing, please open one of these examples and copy a line from the file into it. Then, compare the positioning and be sure that the values match exactly.

Additional Information