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