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, and fixing any errors in the data. Because there is so much data that can potentially be uploaded and some data is required while other data is not, getting the hang of an import can be a little tricky. This article will give an overview of the import system.
The import functionality in LoanPro can be found in Settings > Company > Import.
The import system is separated between two tabs: Instructions & Samples and Upload & History. The Instructions & Samples tab gives instructions for how to format the files you will use to import your data and some example files you can use to help format your data correctly.
All import files should be comma separated values (CSV) files. They all work in the same way, the headers in the file represent a specific value (e.g. loan amount) and the values under that header are the values for specific accounts within your company. There will be an action header where you can enter the action that should be performed with the data (i.e. add, update, delete). There will also be a header in each file with an ID that tells the system which account or customer file the value should be associated with.
Each row in the table represents one record (e.g. payment).
You can navigate the available import sections using the tree.
Click to expand a section of the tree or to load the instructions for an import type. You can also search for the import type you want using the Search by keyword field.
The Upload & History tab is where you will actually upload files for import.
This tab will also show you past imports with the option to download those files. Here is an example of an import.