Overview

The Delinquent List (aka 2.5 year list) upload requires two files, each that go through a two stage update process. The first step verifies the file matches the correct schema, the second process loads the files and links them to the appropriate records in the Property Information Exchange.


Each county will provide two files in comma separated format (CSV) to be uploaded. The first is the delinquent list which contains the list of properties, their owners and the legal description. The second is the delinquent details which contains the delinquency history of properties by year. 

Note: Common Terminology from Vendors:

  • Tyler Eagle
    • Delinquent List is referred to as AddressInfo.csv
    • Delinquent Details is referred to as Balances.csv
  • Triadic
    • Delinquent List generally referred to as DELINQUENT-[COUNTY NAME].csv
    • Delinquent Details generally referred to as DELINQUENT-DETAIL-[COUNTY NAME].csv


Step 1-File Upload

The Delinquent List (aka 2.5 year list) upload can be found under the uploads section of the primary menu. To upload data to a particular County, select them under the Jurisdiction Picklist. You should not see any data listed in the table, if you do, select cases on the Primary Menu to verify that data has not already been loaded.

For Step 1 the List and Detail files can be loaded in either order, which is not the case in the subsequent step. To upload the file, select the blue upload button and select either Step 1: Delinquent List (Vendor Name) or Step 2: Delinquent Details (Vendor Name)

The user is taken to the uploads page where the file can be attached. Note the user must enter a valid from date. It is recommended to enter January 1 of the year the data is being loaded in, for example 1/1/2020. To attach a file select the Browse button (to open file explorer) or drag the file into the Upload File field.

One a file is attached, select the green upload button. The user will be returned to the uploads page while the file is loading. To check the status of the file, select the green Refresh button. File upload statuses are Uploaded, Processing Stage, Staged. Note that if the file status does not change from Uploaded then their may be an additional error.


If a file has an error it can be viewed by selecting the actions button (on the left of the row) and selecting View Messages.

Once the Delinquent List and Delinquent Details have a status of Staged, the user can proceed to the second step of the upload process.


Step 2-Insert Data

In Step 2 it is critical that the delinquent list is processed prior to the delinquent details. Failure to do so can result in data errors. Select the actions button (on the left of the row) for the DELINQUENT LIST and select execute process.

The user will be taken to a validation screen which confirms that the file is ready for upload. If their are any issues they will be presented to the user here. Select the green Process Upload button.


The user will be returned to the uploads page while the file is loading. To check the status of the file, select the green Refresh button. File upload statuses are Processing Merge, Merging, and Processed. Once the file status for the delinquent list is Processed, select the actions button (on the left of the row) for the DELINQUENT DETAILS and select execute process. The user will be taken to a validation screen which confirms that the file is ready for upload. If their are any issues they will be presented to the user here. Select the green Process Upload button.

Once both files have a status of processed and a processed date, the upload is complete.