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.
  • statusCustomer 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

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’)


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