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. 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


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