The roll schedule import lets you import a new payment schedule to loan accounts. This import can also edit existing payment schedules or remove any if necessary. The schedule won't be calculated on the loan the minute they're imported, but instead applies during daily maintenance.

For more info on imports, see our articles on importing into LoanPro and import reports.

Instructions and samples

To import a configurable payment schedule, navigate to Settings > Company > Import > Instructions & Samples. Expand the 'Loan Account' section and select the Simple Roll Schedule tab. This will show the instructions needed to fill out the .csv file that will be uploaded. There is also a sample .csv file provided on the top right of the page. This sample .csv file can be used as a basic framework to build your import file. 

The instructions provided below explain the basic outline and requirements of the .csv file you will upload.

Uploading the import

To import the file you have created, navigate to Settings > Company > Import > Upload & History.

Click  Add the  button. On the next page, select the category 'Loan Account' and sub-category 'Configurable Payment Schedule'. Then you can either drag and drop the csv. file on the designated spot or click to open you files.

There are two other options on this page as well, validation type and import progression.

• Validation type
  • File rejection – If the file has any errors, LoanPro will reject it entirely, and tell you which rows have problems.
  • Line rejection – LoanPro will accept all valid rows, but reject any rows that have issues.
• Import progression
  • Manual – A human being will need to manually click through each step of the import.
  • Automatic – LoanPro will automatically start the next import step when it reaches the end of the previous step, including: validating, ingesting, verifying, and reporting.

For more info, see our article on importing into LoanPro.

Click ‘Save’.

Find your import on the list and click the green checkmark to validate the file. If the file has any information that is not entered in correctly or is missing any required fields, the validation process will return errors. Correct the specified errors, reupload the corrected file, and validate the file again. If all the required information is present and entered in correctly, the file will validate.

Once the file has been validated, click on the green import button  to begin the import process. You will be notified when the process is complete and/or if there were any errors that occured while the file was being imported.

The roll schedule will be calculated on the loan during daily maintenance, or you can use a Calc Import to force it immediately.

Column values

This table gives the basic outline and requirements of the .csv file you will upload.