Import reports
These reports are a new feature of LoanPro's updated import process, and although we'll soon have them available at the end of any import, we're starting with just the two most common import types: Customers and Loan Setup. Once these files are ingested into the system, LoanPro verifies that the data lines up with your original .csv file. Then, it generates four files detailing the results:
- Cover Sheet – This .pdf gives an overall breakdown of your import process.
- Verification – A .csv file which compares your import file data against the data that is now in the system.
- Rejection – This .csv file shows any rows that were rejected, highlighting the cells with errors.
- Original – A copy of your original .csv import file.
Getting the reports
Reports are generated at the end of the import process, so they won't be ready until all of your data has been validated, ingested, and verified.
Through the LoanPro UI, you can find these reports in Settings > Company > Import > Upload & History. You can search on this page for a specific file name, or narrow it down by the type or date of the import. Once you've found the specific import you're looking for, just click on the report you'd like to download, shown at the far right in the options column.
Cover sheet
This document is a .pdf that goes over the basics from your import, comparing the source data to your new import data and giving an overall success rate.
Verification report
This .csv file gives all verified rows. The column headings are repeated three times, showing what your file contained (a), what is now in LoanPro (b), and whether there was a difference (diff). For instance:
| a_amount | b_amount | diff_amount |
| 10000 | 10000 | 0 |
Here's a sample file you can take a look at: sampleVerficationFile.csv
Rejection report
This .csv file is the verification report's evil twin — it shows only the rows that were not valid or verified. You can then edit the issues on this file and resubmit it as another import. One particularly useful column will be rejectionReason at the far right:
| rejectionReason |
| Error submitting request. Unable to validate paymentFrequency property: The value you selected is not a valid choice. (loan.frequency.wekely) |
In this example, the issue is just a typo: wekely instead of weekly.
Here's a sample file:
Original
This is the just original .csv file you imported.
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