NetLoan - Loan Header Data Upload
Use Case: These steps can be followed to review and obtain information on an existing loan or as a starting point to create a new loan.
Note that the following fields are always required with data uploads:
- Loan Name
- Loan Type
- Subsidiary
- Lender
- Currency
- Status
- Origination Date
- Initial Payment Date
- Initial Loan Balance
- Loan Term
- Annual Percentage Rate
- Monthly Payment
- Maturity Date
- Loan Origination Fees for Capitalization
- Down Payment
- Balloon Payment
STEP BY STEP PROCESS
- Open the loan header upload Excel template and fill out the loan details for the required header fields prior to attempting to upload
- Note that Internal ID should be left blank
- When finished updating the Excel File, save it in a known location as a .csv file
- Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
- With the Import Assistant open, update the Import Type to Custom Records and the Record Type drop-down to NetLoan Loan Start reading here when coming from the article "Transition from Sandbox to Production
- Under the CSV files section, click on the Select button and upload the .csv file you saved
- Select Next to progress to the Step 2 Import Options
- Within the Import Options section, make sure Add is selected
- After progressing through File Mapping you will be prompted for Field Mapping
- Note that NetSuite tries to directly map all the fields it can recognize. When fields are not recognized, they must be manually matched between the .csv upload file and NetSuite fields. As noted above, ensure that all required fields are properly mapped.
- If the fields are mapped correctly and the field contents match the field values in NetSuite, the upload will show complete and the loans will be available to view in NetSuite.
- In the event of a failed upload, review the logs for the specific reasons for the failed load and repeat the steps above.