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Import Assets

If you've been using another financial software product, and you'd like to import Assets from that product into Loan Performer, you can do so if that product allows you to export to a spreadsheet, dBase or text file. Asset transactions can be imported in three file formats, i.e., dBase, Microsoft Excel or Tab delimited text files. Each of these files has a standard file format on how data should be arranged.

You have to populate the templates with your own data for the Assets before you import it. You can refer to Savings Importation for further information regarding how the templates should be filled.

The Assets templates can be downloaded from http://www.loanperformer.com/Download/import.rar or got from the Loan Performer working folder under the import file folder, e.g., "C:\LPF814\External Files\Import\Import - English" . It will be under the file name Importation of Assets and it looks like the one below:

Note that when you hover the mouse over the column header, you will get more information about the column data.

Importation of data from Microsoft Excel requires that either the date is entered just as a date, e.g., "02/02/2014" – which is only suitable if you have only one transaction per day – or that it is formatted as a date/time field as follows: dd/mm/yyyy:hh:mm:ss in order to allow the time differences.

Fill out and save the prepared template in a place where you can easily retrieve during importation of the assets data.

How to Import Assets

Contact LPF live support for more information
This service requires an Internet connection.

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