If you've been using another financial software product, and you'd like to import Charges and Rewards from that product into Loan Performer, you can do so if that product allows you to export to a spreadsheet, dBase or text file. Charges and Rewards 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 Charges and Rewards before you import it. You can refer to Savings Importation for further information regarding how the templates should be filled.
The Charges and Rewards 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:\LPF81204\External Files\Import" . It will be under the file name Charges and Rewards and it looks like the one below:
Fill out and save the prepared template in a place where you can easily retrieve during importation of Charges and Rewards.
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