Import Reports

Import Reports

These reports are a new feature of LoanPro's updated import process, and although we'll soon have them available at the end of any import, we're starting with just the two most common import types: Customers and Loan Setup. Once these files are ingested into the system, LoanPro verifies that the data lines up with your original .csv file. Then, it generates four files detailing the results:

  • Cover Sheet – This .pdf gives an overall breakdown of your import process.
  • Verification – A .csv file which compares your import file data against the data that is now in the system.
  • Rejection – This .csv file shows any rows that were rejected, highlighting the cells with errors.
  • Original – A copy of your original .csv import file.

Getting the Reports

Reports are generated at the end of the import process, so they won't be ready until all of your data has been validated, ingested, and verified.

Through the LoanPro UI, you can find these reports in Settings > Company > Import > Upload & History. You can search on this page for a specific file name, or narrow it down by the type or date of the import. Once you've found the import you're looking for, click the report icon (shown boxed in red below).

[Screenshot of the UI with a red box over whatever button we use for the reports.]

You can also access these reports through the API by sending a GET request to this endpoint:

GET https://loanpro.simnang.com/api/public/api/1/data/import/details/{OdataEntity}({import id})

You'll need to replace {OdataEntity} and {import id} with a the category and ID of your import. There's instructions and a full list of those parameters in our article on Importing through the API.

Cover Sheet

This document is a .pdf that goes over the basics from your import, comparing the source data to your new import data and giving an overall success rate.

Verification Report

This .csv file gives all verified rows. The column headings are repeated three times, showing what your file contained (a), what is now in LoanPro (b), and whether there was a difference (diff). For instance:

a_amount

b_amount

diff_amount

10000

10000

0

Here's a sample file you can take a look at: sampleVerficationFile.csv

Rejection Report

This .csv file is the verification report's evil twin — it shows only the rows that were not valid or verified. You can then edit the issues on this file and resubmit it as another import. One particularly useful column will be rejectionReason at the far right:

rejectionReason

Error submitting request. Unable to validate paymentFrequency property: The value you selected is not a valid choice. (loan.frequency.wekely)

In this example, the issue is just a typo: wekely instead of weekly.

Here's a sample file:

sampleRejectionFile.csv

Original

This is the just original .csv file you imported.


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