Import CSV Templates

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.

Customer

Here are the templates for customer-related imports.

Import

Empty .csv File

Information

customerInfoSample.csv

Payment Profiles

paymenProfilesSample.csv

References

referencesSample.csv

Notes

customerNotesSample.csv

Custom Fields

customFieldSample.csv

Tool Actions

customerToolsSample.csv

Access

customerLinkToLoanSample.csv

Loan Account

These are the imports related to loans (except for transactions, see below).

Import

Empty .csv File

Setup

loanSetupSample.csv

Settings

loanSettingsSample.csv

AutoPay

autopaySample.csv

Checklist

checklistSample.csv

Collateral

collateralSample.csv

Custom Fields

customFieldSample.csv

Insurance

insuranceSample.csv

Notes

notesSample.csv

Loan Alert

loanAlertSample.csv

Promises

promisesSample.csv

Linking

linkLoanSample.csv

Enroll Recurring Charge

recurringCharges.csv

Enroll Loan Settings Rules Applied

ruleAppliedSettings.csv

Enroll Credits Rules Applied

ruleAppliedCredits.csv

Enroll APD Reset Rules Applied

ruleAppliedAPD.csv

Enroll Loan Checklist Rules Applied

ruleAppliedChecklist.csv

Enroll Change Due Date Rules Applied

ruleAppliedChangeDueDate.csv

Enroll Stop Due Interest Date Rules Applied

ruleAppliedStopInterest.csv

Enroll Account Tools Rules Applied

ruleApplied.csv

Enroll Customer Tools Rules Applied

ruleApplied.csv

Actions and Results

actionsAndResults.csv

Bankruptcy

bankruptcySample.csv

Simple Roll Schedule

scheduleRollSample.csv

Actions

loanToolsSample.csv

Link Portfolios

loanPortfoliosSample.csv

Loan Transactions

These are all of the imports dealing with transactions.

Import

Empty .csv File

Payment Custom Fields

customPaymentFieldSample.csv

Payments

paymentsSample.csv

reversePaymentSample.csv

Recovery Payments

paymentsRecoverySample.csv

Charges

chargesSample.csv

Advancements

advancementsSample.csv

Credits

creditSample.csv

Suspend/Resume Interest

endInterestSample.csv

Change Due Date

dueDateChangeSample.csv

Escrow Adjustments

escrowAdjustmentsSample.csv

Escrow Settings

escrowSubsetOptionsSample.csv

Escrow Transactions

escrowTransactionSample.csv

Escrow Disbursement

escrowDisbursementSample.csv

Charge Off Transaction

chargeOffSample.csv

Amount Past Due Adjustments

apdAdjustment.csv

Days Past Due Adjustments

dpdAdjustment.csv

Funding Transactions – Other

fundingTransactionsSample.csv

Company Settings

Imports for tenant-wide settings, namely source companies and portfolios.

Import

Empty .csv File

Source Companies

sourceCompanySample.csv

Portfolio

portfolioSample.csv

Sub Portfolio

subPortfolioSample.csv


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