Import CSV Templates

Updated 1 month ago by Jackson Stone

Customer
Loan Account
Loan Transactions
Company Settings

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

Import CSV Templates

Customer

Loan Account

Loan Transactions

Company Settings

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