This article covers the loan tools and actions import, which changes existing loan accounts. For more general info on imports, see importing into LoanPro and import reports.

Instructions and samples

To get started, navigate in the LMS UI to Settings > Company > Import > Instructions & Samples. Here, you'll find sample .csv files for every kind of import, as well as a list of columns and the accepted values for each.

From the list of imports, click through Loan Account > Tools > Actions. Scroll back up to the top, and you'll see a downloadable file and list of the column headings.

Or, you can download this Sample Loan Tools and Actions Import.

Filling out the file

The .csv file has only three columns, all of which are required.

Here's a more detailed breakdown of each tool:

• archive – This will change account status from live to archived. The loan will still be on your records, but for all intents and purposes it's dead.
• resurrect – This will change account status from archived back to live, bringing the loan back to life. This is an option for any archived loan, but not for deleted loans.
• delete – This will fully delete the loan from the system. It's sometimes possible to restore deleted loans, but we charge a fee for the service. Unless you truly never want to see this loan again, we recommend you archive it instead.
• activate – This activates the loan, changing the setup status from inactive to active.
• deactivate – This changes the setup status from active back to inactive.
• calc – This initiates the calculator on the loan to update values. When you import transactions to accounts, they don't apply instantly. Normally, those transactions will process and apply to the loans during daily maintenance. However, this tool forces the system to calculate them immediately.

Uploading your loan tools import

This import works just like any other. Within the LMS UI, navigate to Settings > Company > Import > Upload & History. Click the Add button in the top right corner, then select Loan Account, Tools, and Actions. from the drop-downs.

If you select File Rejection, any error will cause the system to reject the entire import. Line Rejection will cause the system to reject bad rows, but import all correct rows.

Manual Import Progression requires a human being to manually click through each step of the import. Automatic Import Progression, on the other hand, will automatically start the next import step when it reaches the end of the previous step, including validating, ingesting, verifying, and reporting.

Once you've made those selections, drag and drop your .csv file and click Save.