Import System Troubleshooting and Best Practices
Importing data in exactly the right way into LoanPro, especially when dealing with thousands of accounts or transactions, can be a difficult undertaking. This article will help you use the LoanPro import system in the best way possible.
When doing an import, it’s important that you import things in the correct order, otherwise your import will be slower and may not work. In order to do this, it’s helpful to understand a little about how LoanPro works. In LoanPro, there is a lot of separation. For example, collateral, customers, and loans are all separate things. That means that you can create a collateral record, a customer, or a loan at any time, but if you are using the import to do something like adding a customer to a loan, it’s important to look at the available fields for both customer and loan to see how this is best done.
In this case, the loan setup import has options for primaryCustomerId, secondaryCustomerId, and additionalCustomerId. In the customer import data, however, there is no field for loanId. That means that you will do a loan import in order to link a customer to a loan. If you are creating loans and customers with the import tool, you will want to create the customers first and then create the loans with the customer IDs as part of the loan data so you can minimize your import efforts.
When you upload data to LoanPro in order to import it, you will have to verify the data before it’s imported. If the data is not correct in some way, the system will show that there are errors with the data.
To view the errors, click !E.
The data displayed here should give specifics on what the problems are with your import files. You will need to open and edit your import files in order to fix these errors. For example, if you see something like:
Unable to validate extra property: The value you selected is not a valid choice. (payment.extra.tx.prinicpal)
You will know that payment.extra.tx.prinicpal is not a valid choice for the extra field. In this case, the reason for that is because the value is misspelled. It should be payment.extra.tx.principal where principal is spelled correctly.
When you import transactions in order to update or delete them, you are required to include an ID for the transactions so LoanPro knows which payments, charges, etc. you are referring to. When you are adding more than a handful of transactions, it’s recommended that you include an ID for each transaction. These should be numeric IDs between one and five digits in length.
Adding ID’s for new transactions will help you to know if the transactions made it into the system. Once an import is completed, you can easily download transactions from a report such as payment breakdown. You can then use the VLOOKUP function in your spreadsheet program to compare the list of transactions you intended to import with the list of transactions that actually made it in the system to make sure they are all there.