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Loan Importations

The loan Importations feature is used when adding loan transactions from a different file format into Loan Performer. These loan transactions include loan applications, approvals, disbursements and repayments. Each of these importations has a unique importation template of the various fields that should be imported. This format depends on the options activated for tracking of group members (see: Loans Part 1).

Note that before importing any loan transactions the corresponding Clients must exist in Loan Performer.

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