Lender File Import

Navigate: ClosedTax > Billing > Lender Administration > Lender File Import

Description

Once you have created lenders, you can Import a file from the lenders to update the revenue objects associated with that lender.

NOTE: The Lender Import allows either the PIN or an unformatted PIN (e.g., no dashes, etc.) in the PIN field of the import file.  If the import cannot look up the Revenue Object by PIN, it uses the unformatted PIN for lookup.

Steps

Use this task to:

  • Import Lender Revenue Objects – Import a file from a lender to update the revenue objects associated with that lender.

Prerequisites

Billing

  • Maintain Lenders or Service Companies – The lenders or service companies that you want to associate with revenue objects must be set up.

Configuration Menu

  • Manage Input/Output File Configuration – The lender file layout must be set up using the specific requirements for the import.

Other

  • A flat file is needed for the import process. This file must be located on a server or on your local machine.