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In order to keep all the relevant business data in one interface, you can import external data batches with loan repayments to your TurnKey Lender portal. You can import historical data or transactions completed in other tools. 

Note

Only users who have access permissions to use the System, Servicing, and Collection workplaces can import payments.

Now we'll walk you through the importing process, step-by-step.

Step 1 File format and structure

You have to prepare the file with transactions' data before starting the import process. To do this, you have to check the file format and organize the info inside the document correctly.

Important

TurnKey Lender only supports XLS and CSV file formats for external import.  


After checking the file format, you have to arrange and adjust the internal structure of the file. 

  1. Check the column order inside the document. It must be as follows:
  • Loan ID
  • Date and time
  • Amount
  • Reference Number
  • Payment Method




  1. Check the information inside each column. Note that each column has its own data type and you will get an error in case it doesn't meet the requirements. 

    Tip

    Check the valid template of the XLS-file here.

Step 2 - Uploading the file to TurnKey Lender

When you're ready to import a repayment batch file, follow these steps.

  1. Log in to TurnKey Lender as the System Admin, Loan Manager, or Collector.




  2. Navigate to System menu item.





  3. Choose the Import Payments tab on the left and press Choose File.





  4. Locate the .XLS or .CSV file you want to import and press Open.




Wait for the file to upload. The process may take some time depending on the size of the document.


Step 3 - Check and validate the information

Once the file is successfully uploaded, you can review the results using the System interface.

TurnKey Lender displays an additional column with error notifications. There you can see what's wrong with the records that will be skipped during import.



Step 4 - Perform final synchronization

When the payments data import is complete, you can integrate it into the system, and synchronize the corresponding records.

In the Import Payments window, press the Import button below the table.



Wait for the data to be synchronized. You will see a notification about successful process completion at the bottom of the window.



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