TurnKey Lender allows companies to import external data batches that contain the details of different system components and entities without API (as Excel files). This article contains a brief overview of the import processes. Please see its child articles for more details descriptions of each type of import.
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For more details please see Migrate Customer Data Into TurnKey Lender via Import
Import Flows
There are three basic import flows:
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For more details please see Import Loans Loan Batch
3. Import Payments
Once loan is added to the system as active, you can Import Payments. Payment details correspond tot he details of the disbursement in the UI.
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For such loans, after customer and loan details have been imported, you can additionally import disbursements. (see Import Disbursements Batch )
When a credit line is added to the system, the Disbursement information shall be left empty. It can then be registered in the system with the Disbursement Batch Import. This means, that in order to import active credit lines, you need to complete all the obligatory customer details first (either via import or via UI) |
Importing Dictionaries
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Write-off reasong, cancellation reasons, rejection reasons, suspicious phones and industry categories can also be imported via Excel files.
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The rest of the fields depend on your company’s Application Form. If the application form foresees more mandatory fields and they have not been provided, the Customer is created with the status “Incomplete”. In particular, this will happen if the form requires any photos and documents - as photos and documents cannot be migrated via customer import.
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