Here's a full list of the headers on the file:

• Action – This is the action you would like the system to perform using the data you are providing. The options include add and update. Since we are adding a new account, we will enter “add”.
• loanId – This is the ID of a loan that is set by the system. This is one way you can identify a loan if you are trying to perform an update. Since we are adding a loan, we will leave this blank.
• displayId – This is the ID that you want the system to display for this loan. This ID can be used to identify the loan for an update import as well. The ID you enter here should be unique to this loan only. This is not required, but is recommended when adding a loan, so we will enter “ABC-123”.
• loanAmount – This is the loan amount. If you are entering the the loan using the historical method, this number will be the original loan amount. If you are using the snapshot method, this number should be the current principal balance of the loan. We will enter 10000.
• discount – This is the lenders fee or discount on the loan. If you acquired the loan for less than the face value of the loan, the difference in the amount you paid vs the amount of principal that will be repaid is the discount. If you are using the historical method, this will be the original discount on the loan. If you are using the snapshot method, this will be the unpaid discount amount on the loan. We will enter 1000.
• underwriting – This is the underwriting fee charged on the loan. If you are entering the loan using the historical method, this will be the original underwriting fee. If you are using the snapshot method, this amount should be included in the current principal balance, so you can leave this blank. We will enter 100.
• interestRate – This is the rate used to calculate interest on the loan. We will enter 25.
• interestRateFrequency – Most interest rates are annual interest rates, but in LoanPro you can enter the rate for a different period of time. Your options are annually, semiannually, monthly, semimonthly, biweekly, and weekly. We will enter “annually”.
• contractDate – This is the date when interest will start to accrue on the loan. If you are entering the loan using the historical method, this will be the original contract date for the loan. If you are using the snapshot method, this could be today’s date, or, if there is accrued but unpaid interest on the loan, you will need to calculate the date in order to accrue that much interest. For example, if there is $150 outstanding interest on the loan at the time we want to import it, we can calculate the best contract date in the following way. Our loan is a $10,000 loan that accrues 25% interest each year. We can use this to calculate how much interest it accrues in a day. Take the annual rate of 25% as a decimal (.25) and divide it by the number of days in the year: .25/365 = 0.0006849315. This is the daily interest rate. Now, we will multiply this by the principal balance, which equals the loan amount of $10,000 plus the underwriting fee of $100. This gives 10100 x 0.0006849315 = 6.917808. So we know the loan will accrue $6.92 of interest per day. If we divide the outstanding interest of $150 by the daily interest of $6.92, this will tell us how many days ago we should put the contract date in order to accrue the appropriate amount of interest. In this case, it is 150 / 6.92 = 21.68. So we would probably put the contract date 21 days ago just to make sure we didn’t accrue too much interest. We will enter 12/30/2015.
• firstPaymentDate – If you are entering the loan using the historical method, this will be the original first payment date from the loan. If you are using the snapshot method, this will be the next date when a payment will come due on the loan. We will enter 01/15/2016.
• term – This is the number of payment periods on the loan. If you are using the historical method, this is the original loan term. If you are using the snapshot method, the term must be correctly calculated so you will end up with correct payment amount. Solve for the term and enter that number. Since we are entering a new loan, we will enter 12. The formula to calculate the term is:

 n = term
 r = period interest rate
 PV = present value
 P = payment amount.

• frequency – This is the frequency with which payments come due. The options are monthly, semiMonthly, biWeekly, weekly, custom, and single. We will enter “monthly”.
• customFrequency – This is required if you chose custom as the frequency. The options are 1,1b, 2, 3, 4, 5, 6, 8, 9, 10, 12, 13, 15, 18, 20, 26, 28, 30, 36, 40, 45, 52, 60, 72, 73, 90, 91, 120, 180, 182, 360, 364, 365. Most of the options represent the number of days in each payment period. 1b means that a payment will come due each business day. We will leave this blank.
• residual – This is only applicable to leases. This is the amount a vehicle will be worth at the end of the lease term. We will leave this option blank.
• moneyFactor – This is only applicable to leases. This is the interest rate divided by 2400. For more information see Typical Lease Calculation. We will leave this blank.
• forceSingleFrequency – This option lets you choose to have LoanPro calculate APR using a single payment frequency if the term of a loan is 1. We will enter “true”.
• interestTiers – This lets you choose to have your interest rate assigned based on interest tiers in your company account. We will enter “false”.
• creditLimit – This is only required if your loanType is creditLimit. This is the dollar amount of the credit limit for the loan. We will leave this blank.
• creditReporting – This is the credit limit that will be reported to the credit agencies. This will only be reported if you are using LoanPro’s credit reporting feature. We will leave this blank.
• amountDown – This is the amount the customer put down on the loan. We will leave this blank.
• salesPrice – This is the sales price of the collateral if the loan is secured by collateral. We will leave this blank.
• taxes – This is the sales tax paid on the collateral if the loan is secured by collateral. We will leave this blank.
• GAP – This it the amount paid for a GAP insurance policy on a vehicle if the loan is secured by a vehicle. We will leave this blank.
• dealerProfit – This is the dealer profit on the sale of the collateral if the loan is secured by collateral. We will leave this blank.
• warranty – This is the amount paid for a warranty on the collateral if the loan is secured by collateral. We will leave this blank.
• reserve – This is the amount held in reserve to insure against bad loans from a source company. We will leave this blank.
• loanType – This is the type of loan. The options are installment, creditLimit, flooring, and lease. We will enter installment.
• loanCategory – This is the category of the loan collateral. The options are auto, realestate, consumer, and other. If the loan is not secured by collateral, other is the typical choice. We will enter “other”.
• calcType – This is the interest calculation for the loan. The options are lease, leaseAlt if the loanType is lease, otherwise the options are simpleInterest, simpleIntLocked, interestOnly, rule78. We will enter “simpleInterest”.
• discountSplit – This option lets you choose whether to recognize discount income over the life of the loan. We will enter “true”.
• discountCalc – This option lets you specify the calculation type that will be used to determine what portion of each payment should apply towards discount. The options are straightLine, rebalancing, percentage, percentFixed, and standard. We will enter “percentFixed”.
• daysInYear – This lets you specify whether the number of days in the year should be the actual number (365 or 366) or calculated based on the payment frequency (360 for monthly and semi-monthly and quarterly, 364 for weekly and bi-weekly). The options are frequency and actual. We will enter “actual”.
• loanFirstPeriodDays – This lets you specify how LoanPro should treat an odd number of days in the first period (a number that isn’t the typical number of days in a payment period). If interestApplication is betweenPeriods then the options are actual, frequency or forceregular. If interestApplication is betweenTransactions and daysInYear is actual the only option is actual. If daysInYear is frequency and interestApplication is betweenTransactions your options are actual, frequency, or forceregular. We will enter “actual”.
• interestApplication – This selection determines the way interest is calculated and how it comes due. The options are betweenPeriods and betweenTransactions. We will enter “betweenTransactions”.
• begEnd – This option lets you choose whether payments should be made at the beginning of the payment period, before interest accrues in that period, or at the end of the period. We will enter “end”.
• lastIsFinal – This lets you choose whether the originally calculated last payment date will always be the last payment date. If that is what you decide, any extra interest accrued and the amount of missed payments will be added to the final payment. We will enter false.
• RoundDecimals – This is the number of decimals that values will be rounded to during the calculations that take place in LoanPro. You can enter integers 1 – 7. We will enter 7.
• scheduleRound – This is an amount added to or rounded off of the payment schedule starting with the final payment. We will leave this blank.
• firstDayInterest – This option lets you choose whether to charge interest on the first day of the loan. We will enter true.
• endInterest – This option lets you choose whether to stop interest accrual when the originally calculated final payment date on the loan passes. The options are no or loanExp. We will enter “no”.
• rollScheduleTemplate – This option lets you specify whether a schedule roll template should be used when calculating the payment schedule. The options are 0 – none, 1 – Prorate 1st Pmt Long Only, 2 – Prorate 1st Pmt Short Only, 3 – Prorate 1st Pmt All, 4 – Smooth Payment Advanced, 5 – Smooth Payment Basic, 6 – Smooth Payment Advanced (No Round), or you can also create your own templates and enter the ID of any template here. IDs can be found at Settings > Loan > Setup New Loan > Configurable Payment Schedule Templates. We will leave this blank.
• feesPaidBy – This option lets you specify how fees should come due. Fees can either come on the date entered for the fee, or be paid by any payment made in the same payment period that the fee falls in. The options are date and period. We will enter “date”.
• paymentDateApplication – This option lets you choose whether payments will apply on the date of the first missed payment on the loan or on the date entered for the payment. The options are last and actual. Actual is by far the most common option We will enter “actual”.
• loanNddCalc – This setting will control how the system calculates the next due date. Standard will take the amounts that have come due & subtract off what has been paid (except “only” payments, such as Principal Only). When that number becomes positive & the next payment date is in the future of the current date, then that will be the next due date. Interest Only will work the same way, however it will only take into consideration the interest that has come due & subtract off the interest that has been paid. The options are standard and interestOnly. We will enter “standard”.
• curtailmentPercentageBase – This is the amount used to calculate the curtailment percentage. The current option is loanAmount. We will leave this blank.
• gracePeriod – This is the number of days after a payment comes due before a late fee is assessed on the account. Enter an integer between 0 and 30. We will enter 10.
• lateFeeType – This determines whether automatic late fees will be a percentage of the outstanding payment amount a flat fee or the greater or lesser of those options. You can enter an integer 1 – 5: 1 – $30.00 flat fee; 2 – custom flat fee; 3 – custom percentage; 4 – greater of custom flat fee or custom percentage; 5 – lesser of custom flat fee or custom percentage. We will enter 2.
• lateFeeCalc – This selection determines when a late fee is assessed. The options are standard, standardFee, and current. Standard will assess a fee if the customer is even $0.01 past due. The standardFee option will assess a late fee if the customer is past due an amount greater than the late fee. The current option will assess a late fee only if the borrower hasn’t made their full payment in the current payment period regardless of any outstanding balance from previous payment periods. We will enter “standard”.
• LateFeeAmt – This is the custom late fee amount. This is required if the lateFeeType is 2, 4, or 5. We will enter 10.
• LateFeePercent – This is the custom percentage used to calculate the late fee. This will be a percentage of the unpaid portion of the payment. This is required if lateFeeType is 3, 4, or 5. We will leave this blank.
• curtailmentTemplate – This is the ID of the curtailment template you want to add to the loan. The ID should be numeric and this value is not required. We will leave this blank.
• dueOnBusinessDays – This option lets you elect what to do if a customer’s payment due date falls on a non-business day. The options are to add days to make the payment due on the following business day, subtract days to make the payment due on the previous business day, or disable this feature and let the payments fall as they may. The options are addDays, disabled, subtractDays. We will enter “disabled”.
• primaryCustomerId – This is the ID of the customer that should be added to the primary position of this loan. If you previously imported customers and assigned them import IDs, the import ID should be entered here. You can find the ID for a customer by navigating to Users > Customer Manager inside your company account. We will leave this blank.

• secondaryCustomerId – This works similarly to primaryCustomerId. We will leave this blank. 
• additionalCustomerId – This works similarly to primaryCustomerId. We will leave this blank.