Import

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Data Import Overview

Introduction. LoanPro provides an import option so you can add a large amount of data in a short amount of time. Importing your data is a matter of formatting the data correctly, uploading it into Lo…

Updated 6 days ago by Sloan

Import CSV Templates

Here are template .csv files for all LMS imports.

Updated 2 weeks ago by Jackson Stone

Import Example – Loan/Lease

LoanPro has updated our Import process in the June 2021 release. For more info, see our articles on The Import Process , Importing through the API , and Import Reports. General. Importing loans or le…

Updated 1 month ago by Cole

Import Example – Payments

LoanPro has updated our Import process in the latest release. For more info, see our articles on The Import Process , Importing through the API , and Import Reports. General. Since the import feature…

Updated 2 weeks ago by Sloan

Import Example – Roll Schedule

LoanPro has updated our Import process in the latest release. For more info, see our articles on The Import Process , Importing through the API , and Import Reports. General. The schedule roll import…

Updated 1 month ago by Sloan

Import Reports

Import Reports. These reports are a new feature of LoanPro's updated import process , and although we'll soon have them available at the end of any import, we're starting with just the two most commo…

Updated 3 weeks ago by Jackson Stone

Import System Troubleshooting and Best Practices

Importing data into LoanPro in exactly the right way can be a difficult undertaking, especially when dealing with thousands of accounts or transactions. This article will help you use the LoanPro imp…

Updated 4 months ago by Sloan

Payment Profile Import

LoanPro has updated our Import process in the latest release. For more info, see our articles on The Import Process , Importing through the API , and Import Reports. General. LoanPro uses Secure Paym…

Updated 3 months ago by Sloan

SMS Verification Import

LoanPro has updated our Import process in the latest release. For more info, see our articles on The Import Process , Importing through the API , and Import Reports. General. This article will go ove…