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

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Required import status

Before using this endpoint, your data import record must have an imported status. Using this endpoint while an import is in an earlier status will return a 409 error.

Review the following verification behavior and criteria to monitor and confirm a successful import verification:

• Process: Verification is asynchronous. The endpoint should return a 200 response without a body. Poll the endpoint in the Get import validation/errors step to observe the result.
• Status: Do not wait for a completed status.
  • Reaching a completed status depends on the import type.
• Success Condition: Treat the process as successful when status = imported, statsErr = 0, and statsNew matches your total uploaded row count.

Summary cover sheets are generated at completed status by calling the endpoint on this page. Usable presigned URLs to download them can be accessed in the Get import progress step.

• Note: The bare OData entity (Get import validation/errors step) contains raw S3 keys with null URL fields.