To unify all of your lending business in TurnKey Lender, you can import external data batches with customers, loans, or payments to your TurnKey Lender portal. The data import process includes external data transfer, error checking and fixing, and import of the necessary info.
Navigate to Tools > Import to access the functionality.
Select the necessary page based on the data type you want to import (Customers, Loans, or Payments).
Download the template and fill out the file with the necessary information.
Then upload
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an .XLS or a .CSV file to the System in the same window.
The import consists of 3 steps in the following order:
Customers
General information:
To import customers into the System, you need to get the Excel template ('Download template' button) fill the file with your data, and upload it (‘Chose file’ button).
After that, preview import results to fix any errors and see if all the records were processed successfully. New customers won’t be created in the System unless you confirm the import.
Photos and documents can't be migrated via customer import. In case photo(s) and documents are required, customers will be created and assigned the status Incomplete. Please, check the Application form section to adjust these settings. If required fields are empty, customers will be assigned the status Incomplete and the general loan flow will not be applied for them.
Only email is required for Customer creation. If the field is required in the application form but is empty in the load file, the Customer will be created with the status 'Incomplete'.
Once loans have been imported the Popup message 'Customers imported successfully' appears.
Example ‘customers_template’ file below:
The 1 st 1st Customer will be created with ‘Incomplete' status. You can complete the creation of the Customer fromthe Tools-> Customer management tab.
The 2 nd 2nd Customer will be created with an ‘Active’ status
2. Loans
General information:
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Loans are created in Origination status if the Disbursement date is empty.
Loans are created in Active/Past due status if the Disbursement date is filled.
Once loans have been imported the Pop-up message 'Loans imported successfully' appears.
Loan The loan ID column is added to the export excel file.
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First Payment Date can't be earlier or equal to the Disbursement Date.
First Payment Date can't be earlier or equal Start Date.
The 2nd Loan:
Loan The Lloan Amount does not correspond to the Credit product.
The Loan Term does not correspond to the Credit productproducts.
First Payment Date can't be earlier or equal the Disbursement Date.
First Payment Date can't be earlier or equal Start Date.
The 3rd loan will be ready for import
Loan The loan ID column is added to the export excel file.
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