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Introduction to Imports

Imports allow you to input bulk data into the Hypercore platform.

You can navigate to the Import Wizard from the Portfolio Tab.

Video Explanation

There are 2 ways to conduct Imports in Hypercore:

Upload CSV, TSV, or TXT Spreadsheets:

  • 1 record per row allowed

  • Import Wizard will allow mapping between columns to the right data points

  • Opportunity to clean up or remove any corrupted data

Manual Data Entry:

  • Inline table on Hypercore Platform

  • Provides columns of mapped data points from the system

    • Data Type will be correlated:

      • i.e. Some fields will be dropdown and checkboxes

  • Columns with asterix* are required

  • Ability to view rows with problems

Import Types

Imports are available for the following:

Loan Setup Related Imports:

  • Loans

  • Loan Approvals

  • Loan Fees

  • Loan Funding Sources

Transactions & Expected Transactions

Clients