NetLoan — Add Funding Requests via CSV Upload
Overview
This article explains how to create funding requests in mass using a CSV file. This approach is useful when multiple funding requests need to be added to Servicer entity type loans without creating each record individually. Funding requests are submitted through NetSuite's built-in CSV import tool.
Prerequisites
- The loan must be a Servicer entity type loan. This process is not available for other entity types.
- The NetSuite role used must have permission to perform CSV uploads via Setup > Import/Export > Import CSV Records.
- The NetLoan Servicing - Funding Request CSV Upload Template must be completed and ready to upload.
Step-by-Step
Top navigation: Setup > Import/Export > Import CSV Records
1. Download and complete the NetLoan Servicing - Funding Request CSV Upload template.
2. Navigate to Setup > Import/Export > Import CSV Records.
3. Set Import Type to Custom Records, then select NetLoan Funding Request from the Record Type dropdown.
4. Upload your CSV file by clicking Select.
5. Click Next.
6. On the Import Options step, under Data Handling, select Add.
7. Click Next.
8. On the Field Mapping step, the fields from the CSV upload template should automatically map to the NetLoan Funding Request fields. If they don't, please refer to the below screenshot for the field mapping.
9. Click Next to review the import summary, then hover over the dropdown arrow next to the Save & Run button and click Run to execute.
10. Optional — If you are planning to perform multiple CSV uploads, you can save the Import Map by populating the Import Map Name field and then click Save & Run. This will save the Field Mapping for future use and run the CSV upload.
11. Click on the Import Job Status link to view the Results.
12. When the import is complete, confirm that there are no errors by downloading the CSV Response file and verify that the funding requests were created successfully on the relevant loan records.
Considerations
- This process is only available for Servicer entity type loans. Attempting to import funding requests for other loan types may result in errors or records not being created as expected.
- Verify the imported funding requests on the loan record after upload to confirm all records were created correctly before proceeding with further processing.
Record Structure
Funding Request CSV Fields
| Field Name | Field Type | Description | Example |
|---|---|---|---|
| Loan | List/Record | The loan record the funding request is associated with. Required. | LN0001 Servicer Loan |
| Name | Text | The name or identifier for the funding request. Required. | Funding Request 001 |
| Funding Amount | Currency | The dollar amount being requested for this funding entry. Required. | 50000.00 |
| Status | List/Record | The current status of the funding request. Required. | Approved |
| Date | Date | The date associated with the funding request. Required. | 06/19/2026 |
Related Articles
- NetLoan - Servicer Entity Type Loan Overview
- NetLoan - Create a Servicer Loan
- NetLoan - Record Funding on a Servicer Loan
