Import CSV Templates

Updated 5 months ago by Jackson Stone

Introduction
Customer
Loan Account
Loan Transactions
Company Settings

New Features & Updates: We recently updated collateral, allowing you to secure a single loan with multiple items. Supporting this update, we've modified the Loan Custom Field import, which now includes a column for collateral position IDs. The sample and example files in this document contain that column and are up to date.

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	customerInfoSample.csv	customerInfoExample.csv
Payment Profiles	paymenProfilesSample.csv	paymentProfileExample.csv
References	referencesSample.csv	referencesExample.csv
Notes	customerNotesSample.csv	customerNotesExample.csv
Custom Fields	customFieldSample.csv	customFieldExample.csv
Tool Actions	customerToolsSample.csv	customerToolsExample.csv
Access	customerLinkToLoanSample.csv	customerLinkToLoanExample.csv

Loan Account

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

Import	Empty .csv File	Example File
Setup	loanSetupSample.csv	loanSetupExample.csv
Settings	loanSettingsSample.csv	loanSettingsExample.csv
AutoPay	autopaySample.csv	autopayExample.csv
Checklist	checklistSample.csv	checklistExample.csv
Collateral	collateralSample.csv	collateralExample.csv
Custom Fields	customFieldSample.csv	customFieldExample.csv
Insurance	insuranceSample.csv	insuranceExample.csv
Notes	notesSample.csv	notesExample.csv
Loan Alert	loanAlertSample.csv	loanAlertExample.csv
Promises	promisesSample.csv	promisesExample.csv
Linking	linkLoanSample.csv	linkLoanExample.csv
Enroll Recurring Charge	recurringCharges.csv	recurringChargesExample.csv
Enroll Loan Settings Rules Applied	ruleAppliedSettings.csv	ruleAppliedExample.csv
Enroll Credits Rules Applied	ruleAppliedCredits.csv	ruleAppliedCreditsExample.csv
Enroll APD Reset Rules Applied	ruleAppliedAPD.csv	ruleAppliedAPDExample.csv
Enroll Loan Checklist Rules Applied	ruleAppliedChecklist.csv	ruleAppliedChecklistExample.csv
Enroll Change Due Date Rules Applied	ruleAppliedChangeDueDate.csv	ruleAppliedChangeDueDateExample.csv
Enroll Stop Due Interest Date Rules Applied	ruleAppliedStopInterest.csv	ruleAppliedStopInterestExample.csv
Enroll Account Tools Rules Applied	ruleApplied.csv	ruleAppliedAccountToolsExample.csv
Enroll Customer Tools Rules Applied	ruleApplied.csv	ruleAppliedCustomerToolsExample.csv
Actions and Results	actionsAndResults.csv	actionsAndResultsExample.csv
Bankruptcy	bankruptcySample.csv	bankruptcyExample.csv
Simple Roll Schedule	scheduleRollSample.csv	scheduleRollExample.csv
Actions	loanToolsSample.csv	loanToolsExample.csv
Link Portfolios	loanPortfoliosSample.csv	loanPortfoliosExample.csv

Loan Transactions

These are all of the imports dealing with transactions.

Import	Empty .csv File	Example File
Payment Custom Fields	customPaymentFieldSample.csv
Payments	paymentsSample.csv reversePaymentSample.csv	reversePaymentsExample.csv
Recovery Payments	paymentsRecoverySample.csv	paymentsRecoveryExample.csv
Charges	chargesSample.csv	chargesExample.csv
Advancements	advancementsSample.csv	advancementsExample.csv
Credits	creditSample.csv	creditExample.csv
Suspend/Resume Interest	endInterestSample.csv	endInterestExample.csv
Change Due Date	dueDateChangeSample.csv	dueDateChangeExample.csv
Escrow Adjustments	escrowAdjustmentsSample.csv	escrowAdjustmentsExample.csv
Escrow Settings	escrowSubsetOptionsSample.csv	escrowSubsetOptionsExample.csv
Escrow Transactions	escrowTransactionSample.csv	escrowTransactionExample.csv
Escrow Disbursement	escrowDisbursementSample.csv	escrowDisbursementExample.csv
Charge Off Transaction	chargeOffSample.csv	chargeOffExample.csv
Amount Past Due Adjustments	apdAdjustment.csv	apdAdjustmentExample.csv
Days Past Due Adjustments	dpdAdjustment.csv	dpdAdjustmentExample.csv
Funding Transactions – Other	fundingTransactionsSample.csv	fundingTransactionsExample.csv

Company Settings

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

Import	Empty .csv File
Source Companies	sourceCompanySample.csv	sourceCompanyExample.csv
Portfolio	portfolioSample.csv	portfolioExample.csv
Sub Portfolio	subPortfolioSample.csv	subPortfolioExample.csv

Import CSV Templates

Introduction

Customer

Loan Account

Loan Transactions

Company Settings

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