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Import

Data Import Overview

General. 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 LoanPro…

Updated 1 month ago by Sloan

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 3 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 3 weeks 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 1 month 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 1 month 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 weeks 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…

Updated 3 weeks ago by Sloan

The Import Process

What is an import, and when is it useful? When you have an existing body of data that you’d like to migrate into LoanPro, the import tool is an elegant means of moving that data into the system in bu…

Updated 1 month ago by Sloan

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