How to create the import file?

NOTE: The import file must be CSV (comma delimited) or TXT (tab delimited).

A CSV (comma delimited) file consists of a header record containing a description for each field, followed by one or more loan records consisting of fields separated by a literal comma. All records must have an identical sequence of fields and each record must be terminated by a line break.
A TXT (tab delimited) file consists of a header record containing a description for each field, followed by one or more loan records consisting of fields separated by a tab-character. All records must have an identical sequence of fields and each record must be terminated by a line break.

Launch Microsoft Excel.
The first row of the spreadsheet must be the header row. Each column of the header row contains a description for the information contained in the column. This description will be displayed by the import assistant when mapping your fields. See sample below:

NOTE: If you'd like a copy of a sample import loans spreadsheet, reach out to your account manager to request one.

Next either copy and paste or enter each loan's information in the corresponding column using one row per loan. Note we are using a loan file as an example, but the methodology applies to the other import categories as well.
When completed, using the Save As feature in Microsoft Excel, save the file as type Text (Tab delimited)(*.txt) or CSV (Comma delimited)(*.csv). Give the file a descriptive name and save it in a location of your choice.
You are now ready to launch the appropriate Import Assistant and import the records into Loan Servicing.

NOTE: Click here to view articles that contain field mappings for each import type.

This article describes how to manually create an import file using Microsoft Excel.