LoanPro's import tool is a fast and efficient way to transfer large amounts of data. Imports can be completed manually via the LoanPro dashboard or programmatically via the API. Note the following when importing data via the API.

Importing data into LoanPro requires a series of steps. Here's a breakdown of the entire process.

• Create data import record
• Get import progress
• Validate CSV file
• Get import validation/errors
• Import validated data
• Verify imported records

This is the first step of the import process. Before sending this request, you need to create and format a .csv file for your data. View our Import Examples documentation for help with creating and formatting .csv files for the import tool.

Upon successfully creating a data import record, the response payload includes:

• d.id – An import ID required in all subsequent calls.
• d.url – A presigned S3 URL.

The presigned S3 URL generated by this step is required for step two of the CSV data importing process. Please note that the presigned S3 URL expires 45 minutes after it is issued.

❗️

This endpoint only supports loan data.

Line of credit data cannot be imported or created through this API endpoint. Reach out to your LoanPro representative for help with importing line of credit account data.

For more information about LoanPro's import tool, read our Importing into LoanPro article.

{
  "fileName": "payments.csv",
  "validationType": "lineRejection",
  "importProgression": "manual"
}