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Import

Import

General. The import system is based around comma separated values (CSV) files. There are a few rules about using CSVs in LoanPro to be wary of: Double Quotes (“) are used to denote strings. Only Comm…

Updated 3 months ago by Sloan

Import Example - Payments

General. Since the import feature can be difficult to understand and use, this article will go through an example of importing two payments so you can see how the process works. Note: The import syst…

Updated 3 months ago by Sloan

Import Example - Roll Schedule

General. The schedule roll import lets you import a new schedule roll to loan accounts. This import can also edit existing schedule rolls or remove any if necessary. Note: The import system is not a…

Updated 11 months ago by Sloan

Import System Troubleshooting and Best Practices

General. 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 L…

Updated 3 months ago by Sloan

Loan/Lease Import

General. Importing loans or leases into LoanPro can seem very daunting. This article will walk you through the import process and attempt to give comprehensive information on best practices for this…

Updated 7 months ago by Cole

Payment Profile Import

General. LoanPro uses Secure Payments (formerly PCI Wallet) to house payment processing data like credit card and bank account information. Secure Payments provides PCI-DSS compliance, to keep this d…

Updated 2 months ago by Sloan

SMS Verification Import

General. This article will go over how to verify multiple customer phone numbers in LoanPro and SBT (Solutions By Text) through the process of an import within LoanPro. If you are looking to verify a…

Updated 3 months ago by Sloan

Using LockBox Converter

General. The LockBox Converter takes lockbox files and converts them to LoanPro Payment Import files. This is useful if you have a lot of payments that are in lockbox files as it allows mass imports…

Updated 3 months ago by Sloan

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