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1. Navigate to Tools > Import to access the functionality.

2. Select the necessary page based on the data type you want to import (Customers, Loans, or Payments).

3. Download the template and fill out the file with the necessary information.

4. Then upload the .XLS or .CSV file to the System in the same window.

The import consists of 3 steps in the following order:

1. 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 and documents are required, customers will be created and assigned status Incomplete. Please, check the Application form section to adjust these settings. If required fields are empty, customers will be assigned 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, Customer will be created with status 'Incomplete'. 

• Once loans have been imported the Popup message 'Customers imported successfully' appears.  

                     Example  ‘customers_template’ file below:

The 1 st Customer will be created with ‘Incomplete' status. You can complete the creation of the Customer from Tools-> Customer management tab.

The 2 nd Customer will be created with ‘Active’ status

2. Loans

General information:

• To import loans into the System, you need to get the Excel template ('Download template' button), fill the file with your data, and upload it (‘Choose file’ button).

After that, preview import results to fix any errors and see if all the records were processed successfully. New loans won’t be created in the System unless you confirm the import. 

• Loans are created in Origination status if Disbursement date empty.

• Loans are created in Active/Past due status if Disbursement date is filled.

• Once loans have been imported the Pop-up message 'Loans imported successfully' appears.

• Loan ID column is added to the export excel file.

Example ‘loans_template’ file below:

The 1st Loan:

First Payment Date can't be earlier or equal Disbursement Date.

First Payment Date can't be earlier or equal Start Date.

The 2nd Loan:

Loan Amount does not correspond to Credit product.

Loan Term does not correspond to Credit product.

First Payment Date can't be earlier or equal Disbursement Date.

First Payment Date can't be earlier or equal Start Date.

The 3rd loan will be ready for import 

Loan ID column is added to the export excel file.

You will find the step-by-step instructions for importing customer data here:

Migrating Customer Data Into TurnKey Lender via Import

 this loan on the Servicing Workplace by Loan ID with Active Status because of the filled Disbursement date.

The 4th loan will be ready for import

Loan ID column is added to the export excel file.

Loan is created in Origination Workplace with Origination status because Disbursement date is empty. 

3. Payments

General information:

Payments can be imported for loans in Active or Past Due, waiting for Initial payment statuses. The payments parameters must match the loan (amount, date, loan status etc).

• Date:  Date can't be in the future and Payment date can't be earlier then disbursement

• Once Payments have been imported the Pop-up message 'Payments imported successfully' appears

Example ‘payments_template’ file below:

The 1-st Loan will appears on the ‘Archive’ WP with  ‘Repaid’ status because of full payment.

The 2-nd Loan will appears on the Servicing WP with ‘Active’ status.