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 the .XLS or .CSV file to the System in the same window.
You can find the step-by-step instructions for importing customer data here:
Migrating Customer Data Into TurnKey Lender via Import