Import CSV Templates
Introduction
The import tool lets you add, update, or delete information in bulk by uploading a specially-formatted .csv file. These files are spreadsheets and can be edited with software like Excel, Google Sheets, SPSS, or OpenOffice Calc. If you don't have any of these, we recommend you download OpenOffice for free.
It's important that the .csv files are formatted exactly right. Every column header needs to be spelled correctly, and every cell needs to be the right data type. For that reason, a template file can be a great help. You can find them inside the LoanPro UI by navigating to Settings > Company > Import > Instructions & Samples, but we've also included them all in this article. We've also include example files that give a row or two of data, showing what each field would look like.
Customer
Here are the templates for customer-related imports.
Import | Empty .csv File | Example File |
Information | ||
Payment Profiles | ||
References | ||
Notes | ||
Custom Fields | ||
Tool Actions | ||
Access |
Loan Account
These are the imports related to loans (except for transactions, see below).
Import | Empty .csv File | Example File |
Setup | ||
Settings | ||
AutoPay | ||
Checklist | ||
Collateral | ||
Custom Fields | ||
Insurance | ||
Notes | ||
Loan Alert | ||
Promises | ||
Linking | ||
Enroll Recurring Charge | ||
Enroll Loan Settings Rules Applied | ||
Enroll Credits Rules Applied | ||
Enroll APD Reset Rules Applied | ||
Enroll Loan Checklist Rules Applied | ||
Enroll Change Due Date Rules Applied | ||
Enroll Stop Due Interest Date Rules Applied | ||
Enroll Account Tools Rules Applied | ||
Enroll Customer Tools Rules Applied | ||
Actions and Results | ||
Bankruptcy | ||
Simple Roll Schedule | ||
Actions | ||
Link Portfolios |
Loan Transactions
These are all of the imports dealing with transactions.
Import | Empty .csv File | Example File |
Payment Custom Fields | ||
Payments | ||
Recovery Payments | ||
Charges | ||
Advancements | ||
Credits | ||
Suspend/Resume Interest | ||
Change Due Date | ||
Escrow Adjustments | ||
Escrow Settings | ||
Escrow Transactions | ||
Escrow Disbursement | ||
Charge Off Transaction | ||
Amount Past Due Adjustments | ||
Days Past Due Adjustments | ||
Funding Transactions – Other |
Company Settings
Imports for tenant-wide settings, namely source companies and portfolios.
Import | Empty .csv File | |
Source Companies | ||
Portfolio | ||
Sub Portfolio |