Customer Information Import
General
The customer information import lets you import the main information for a customer. This import can also create a new customer within your company.
Note: The import system is not a real-time import. When you choose to import data, the import is queued and run when it gets to the front of the queue.
Example
In this example we will import a single new customer. To import customer information, start by navigating to Settings > Company > Import > Instructions & Samples.
Navigate the import section tree either using the “Search by keyword” field or by expanding areas of the tree by clicking . Click to load the instructions for the Information section into the Instructions pane.
Download the customer information sample file by clicking customerInfoSample.csv. Your sample file should contain only headers. Each row you add under the headers will contain import information for one customer.
Here are the headers for this file:
- action – This column will contain an action (i.e. add, update, remove) that will tell LoanPro what to do with the data. In our case, we want to add a new customer so we will enter “add”.
- customerId – This is the ID for the customer and since we are adding a new customer, we will leave this blank.
- importId – This is an ID that we can set for the customer. This is useful when doing other imports for this customer (e.g. importing a payment method). Even though we are adding a customer we can set this ID so we will already know how to reference this customer for future imports. If we don’t set an import ID, we will have to go into LoanPro to see what ID got assigned to this customer in order to do future imports. We will leave this blank.
- status – Customer statuses are customizable and so are referenced by ID in the import file. To find the ID of a customer status, navigate to Settings > Customer > Labeling > Status inside your company account. The ID of a status can be found in the ID column at the left of the status listing. We will enter 2 for a customer status of Active.
- customerType – This is one of the three types of customer: individual, flooring customer, or company. The values we can enter are individual, flooringCustomer, or company. We will enter “individual” in this column.
- firstName – This is the first name of the customer. We will enter “David”.
- middleName – This is the middle name of the customer. We will leave this blank.
- lastName – This is the last name of the customer. We will enter “Hicks”.
- companyContact – This is only required if you chose a customer type of company or flooringCustomer and is the name of your contact at the company. Since we chose individual, we will leave this blank.
- companyName – This is also only required if you chose flooringCustomer or company as the customer type and is the name of the company. Since we chose neither type, we will leave this blank.
- ssn – If individual was chosen as customerType, this is the social security number for US customers or social insurance number for Canadian customers. If company or flooringCustomer was chosen, this can be a social security number, social insurance number, or employer identification number. We will enter 999999999.
- driversLicense – This is the driver license number of an individual borrower. Since this is not required, we will leave it blank.
- idType – Enter the type of ID that will be used to identify the customer. The options are employerNumber and ssn. We will enter “ssn”.
- idNumber – This is either the EIN or SSN depending on your choice for idType. We will leave this blank
- creditLimit – This is the credit limit for a flooring customer. We will leave this blank.
- birthday – This is the date of birth for individual customers formatted as YYYY-MM-DD. We will enter 1985-01-01.
- gender – This is the gender for individual customers. The options are male, female, and unknown. We will enter “male”.
- gencode – This is the generation code of an individual customer. Options include: none, ii, iii, iv, ix, jr, sr, v, vi, vii, viii. We will enter “none”.
- saleTransferPii – This field is used to identify if customer personal identifiable information can be sold or transferred to other entities.
- email – This is the customer email address. We will leave this blank.
- priPhone – This is the customer’s primary phone number and is required. We will enter 9876543210.
- priPhoneType – This is the type of phone number that the primary phone number is. Options include: cell, fax, home, office, other, cellSmartPhone. We will enter “cell”.
- secPhone – This is the secondary phone number of the customer. We will leave this blank.
- secPhoneType – This is the type of phone number that the secondary phone number is. Options include: cell, fax, home, office, other, cellSmartPhone. We will leave this blank.
- additionalPhone – This is an additional phone number for the borrower. We will leave this blank.
- additionalPhoneType – This is the type of phone or device that the additional phone number is pointed to. We will leave this blank.
- password – If your company is subscribed for the customer website, this is that password the customer will need to be able to log into the website. We will leave this blank.
- username – If your company is subscribed for the customer website, this is the username that the customer will need to log into the website. We will leave this blank.
- creditScoreExperian – This is the customer’s Experian credit score. We will leave this blank.
- creditScoreEquifax – This is the customer’s Equifax credit score. We will leave this blank.
- creditScoreTransunion – This is the customer’s TransUnion credit score. We will leave this blank.
- priAddress – This is the customer’s primary address. This field is required. We will enter “321 Oak Lane”.
- priCity – This is the customer’s primary city. This field is required. We will enter “Schenectady”.
- priState – This is the customer’s primary state or province. This field is required. We will enter “NY”.
- priZipcode – This is the customer’s primary ZIP or postal code. This field is required. We will enter 12345.
- priCountry – This is the customer’s primary country. This field is required. We will enter “usa”.
- mailAddress – This is the customer’s mailing address. This field is required. We will enter “321 Oak Lane”.
- mailCity – This is the customer’s mailing city. This field is required. We will enter “Schenectady”.
- mailState – This is the customer’s mailing state or province. This field is required. We will enter “NY”.
- mailZipcode – This is the customer’s mailing ZIP or postal code. This field is required. We will enter 12345.
- mailCountry – This is the customer’s mailing country. This field is required. We will enter “usa”.
- employerName – The name of the company the customer works for. We will leave this blank.
- employerTitle – The customer’s job title. We will leave this blank.
- employerPhone – The phone number of the customer’s employer. This will preferably be for the customer’s supervisor. We will leave this blank.
- employerIncome – This is the amount the customer earns from their employer. We will leave this blank.
- employerIncomeFreq – This is the frequency with which the customer earns the amount enter for employer income. For example, if you entered the customer’s monthly income, you would enter monthly for employerIncomeFreq. Options include: monthly, semimonthly, biweekly, weekly. We will leave this blank.
- employerHireDate – This is the date the customer was hired by the employer. We will leave this blank.
- employerPaydayFreq – This is the frequency with which the customer gets paid. Options include: monthly, semimonthly, biweekly, weekly. We will leave this blank.
- employerNextPayday – This is the date on which the customer will next get paid. We will leave this blank.
- employerAddress – This is the address of the employer. We will leave this blank.
- employerCity – This is the city in which the employer is located. We will leave this blank.
- employerState – This is the state or province in which the employer is located. We will leave this blank.
- employerZipcode – This is the ZIP or postal code in which the employer is located. We will leave this blank.
- employerCountry – This is the country in which the employer is located. Options include usa or can. We will leave this blank.
At this point, our import file looks like this:
Now we can import the file by navigating to Settings > Company > Import > Upload & History inside your company account.
Click Add.
Choose Customer and Information from the drop-downs provided. Either click the drop zone to browse for your import file, or drag and drop the file onto it.
Click Save to finish uploading the file.
Now click to verify your file. This will tell the system to check the file for mistakes.
If mistakes are found, click E to see what the problems are. Fix any issues and then click Add again to start the process over with the updated file. If there are no errors. Click to import the data into the system.
Once the data has been imported, you can check the customer manager to make sure the new customer is there. Navigate to Users > Customer Manager inside your company account.
Run a search for your customer to verify that they are in the system. You are done!
Import Fields
|
Field |
Description |
Expected Values |
Data Format |
Requirements |
|
action |
Command Action instructions. What are you trying to do? |
add, update, remove |
Text |
Required |
|
customerId |
Identifier for Customer. This is created by the system in an “add” action. If you wish to assign an independent value to the customer use the importId field. After the customer is created you can use the custom “importId” value as the customerId for all associated entities add actions (Payment methods, references, etc..). You also will be able to use the importId as the customerId field for subsequent “update” or “remove” actions. |
Alpha/Numeric |
Ignored/Omit on Add. Required on Update, Remove |
|
|
importId |
Custom identifier for Customer to be set by the Client. Please make sure this value is unique. It will cause confusion & issues with updates if you have duplicated importId’s, as import & other commands using that duplicated value may apply to any account with that value. If this is the case we recommend to use the system id for the customerId. |
Alpha/Numeric |
Recommended on Add, Not Required |
|
|
status |
This is the Status of the Customer. These are customizable & can be found in Settings>Customer>Labeling>Status. |
Text |
Not Required (if omitted company defaults will apply) |
|
|
customerType |
The type of the customer, as selected from the list. |
individual, flooringCustomer, company |
Text |
Not Required (if omitted company defaults will apply) |
|
firstName |
Customer’s first name |
Text |
Required |
|
|
middleName |
Customer’s middle name |
Text |
Not Required |
|
|
lastName |
Customer’s last name |
Text |
Required |
|
|
companyContact |
If “customerType” is Company or Flooring the Contact Person’s Name |
Text |
Required if Company or Flooring customerType |
|
|
companyName |
The customer if a customerType of Flooring or Company is used, then this is the name of the Company that is the customer. |
Text |
Required if customerType is Flooring or Company |
|
|
ssn |
This is the SSN for US Clients & SIN for Canadian Clients |
Number: 9 digits |
Not Required |
|
|
driversLicense |
Photo Identification number |
Number |
Not Required |
|
|
idType |
specify if using the EIN, or SSN by selecting (EIN, SSN) |
employerNumber, ssn |
Text |
Required |
|
idNumber |
Social Security Number (SSN) or Employer Identification Number (EIN) |
Number |
Not Required |
|
|
creditLimit |
If Flooring then the credit limit amount; ex. $100,000 |
100000 |
Number |
Required if Flooring Customer |
|
birthday |
Date of Birth |
Date: MM/DD/YYYY |
Not Required |
|
|
gender |
Gender of the Customer |
male, female, unknown |
Text |
Required |
|
gencode |
Generation Code |
none, ii, iii, iv, ix, jr, sr, v, vi, vii, viii |
Text |
Not Required. If omitted then “none” will default |
|
saleTransferPii |
This field is used to identify if customer personal identifiable information can be sold or transferred to other entities. |
1 (yes), 0 (no) |
Number |
Not Required. If omitted then "1" will default |
|
|
Email address |
Text |
Not Required |
|
|
priPhone |
Primary Phone Number |
Number: 10 digits |
Required |
|
|
priPhoneType |
Type of phone associated with the primary phone number |
cell, fax, home, office, other, cellSmartPhone |
Text |
Required |
|
secPhone |
Secondary Phone Number |
Number: 10 digits |
Not Required |
|
|
secPhoneType |
Type of phone associated with the secondary phone number |
cell, fax, home, office, other, cellSmartPhone |
Text |
Required if secphone is provided |
|
additionalPhone |
To add additional phone numbers to the customer you must provide a list separated by a semi-colon. There must also be an equal number of phone type descriptions in the next field with the header name of “additionalPhonetype” : e.g. : 2031235254;8016300000 |
Number: 10 digits |
Not Required |
|
|
additionalPhoneType |
cell;home |
cell, fax, home, office, other, cellSmartPhone |
Text |
Required if additionalPhone is provided |
|
password |
Password for customer to access customer website, must follow the password requirements. [At least 1 uppercase letter, At least 1 lowercase letter, At least 1 number, At least 6 characters] |
Alpha/Numeric |
Not Required |
|
|
username |
Username to log into customer website. This must be unique. |
Alpha/Numeric |
Not Required. If omitted will automatically be set |
|
|
creditScoreExperian |
manually enter the credit score for Experian |
Number |
Not Required |
|
|
creditScoreEquifax |
manually enter the credit score for Equifax |
Number |
Not Required |
|
|
creditScoreTransunion |
manually enter the credit score for Transunion |
Number |
Not Required |
|
|
priAddress |
Primary Address |
Text |
Required |
|
|
priCity |
Primary Address City |
Text |
Required |
|
|
priState |
Primary Address State (2 digit) |
state abbreviation codes |
Text: 2 digits |
Required |
|
priZipcode |
Primary Address Zip Code |
Alpha/Numeric |
Required |
|
|
priCountry |
Primary Address Country (2 digit) usa, can |
usa, can |
Text: 3 digits |
Required |
|
mailAddress |
Mailing Address |
Text |
Required |
|
|
mailCity |
Mailing City |
Text |
Required |
|
|
mailState |
Mailing State |
state abbreviation codes |
Text: 2 digits |
Required |
|
mailZipcode |
Mailing Zip Code |
Alpha/Numeric |
Required |
|
|
mailCountry |
Mailing Country (2 digit) usa, can |
usa, ca, |
Text |
Required |
|
employerName |
Employer Name |
Text |
Not Required (can contain text) |
|
|
employerTitle |
Customers Job Title |
Text |
Not required (can contain text) |
|
|
employerPhone |
Employers Phone Number |
Number: 10 digits |
Not required |
|
|
employerIncome |
Customer Income on the frequency selected below i.e 36000.00 |
Number |
Not required |
|
|
employerIncomeFreq |
The frequency Customer gets paid the employer income above |
monthly, semimonthly, biweekly, weekly |
Text |
Required |
|
employerHireDate |
Date customer was hired at employer |
Date: MM/DD/YYYY |
Not Required (must be a date) |
|
|
employerPaydayFreq |
Frequency of payroll |
monthly, semimonthly, biweekly, weekly |
Text |
Not Required (monthly, semimonthly, biweekly or weekly) |
|
employerNextPayday |
Customer’s next payroll date |
Date: MM/DD/YYYY |
Not Required (must be a date) |
|
|
employerAddress |
Employer Address |
Text |
Not Required (can contain text) |
|
|
employerCity |
Employer City |
Text |
Not Required (can contain text) |
|
|
employerState |
Employer State |
state abbreviation codes |
Text: 2 digits |
Not Required (can contain text) |
|
employerZipcode |
Employer Zip Code |
Alpha/Numeric |
Not Required (can contain alphanumeric characters and the ‘-‘ character) |
|
|
employerCountry |
usa, can |
Text: 3 digits |
Not Required (can be either ‘US’ or ‘Canada’) |