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Table of Contents (Online Help)

Import Loan Applications

Note:
1. To import Loan applications, you need to properly feel the Loan application template.

2. The clients/members whose applications are to be imported should have already be entered/imported into Loan Performer

3. The importation files are located in the installation directory

4. The loan application file looks like one below:

To import loan applications, go to Loans\Loan Importations\Import loan applications. A screen like one below appears.

• File type: Select the data type of file of your file to be imported. Loan Applications can be imported from 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.
• Import File: Click on the Choose button to browse to the location of the importation template you intend to import
• Error File: The name of the file to be imported which will appear here e.g "LoanApp.txt".
• Imported Files: This scroll window lists all previously imported files.
• Import file format: This scroll window lists the various fields of the file to be imported and their properties.
• Import: Click on the import button to import the data from your file into Loan Performer. If the template is well filled the confirmation message below will appear:

• Select yes to import the data in the file and a success dialog prompt will follow as seen below:

• Cancel: Closes the Import Loan Applications dialog.
• View: This button opens the selected import file within its corresponding application.
• Reset: Click on this button to clear the file logs

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