NetLoan - Data Upload (Migration and Bulk Upload)

Use Case: As part of the initial upload, it may be beneficial to upload loan details in bulk, rather than one by one. This is especially true when there are a large number of loans.

NetLoan uses NetSuite’s native .csv upload process. There are two parts to uploading the loan details.

  1. Upload Loan Header Details: This is necessary to input all the required fields so that the loan can be saved and a Loan ID can be generated
  2. Upload Sublist Detail: Once a Loan ID is generated, additional sublist details can be uploaded and tied to a specific Loan by linking to the Loan ID. Example sublists include the following:
    1. NetLoan Payment
    2. NetLoan Rate

Below are instructions on uploading the loan header details. For further instruction on uploading the sublist detail, see the articles linked above.

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
  • Status
  • Origination Date
  • Initial Payment Date
  • Initial Loan Balance
  • Annual Percentage Rate
  • Initial Payment
  • 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
  • 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 and "Run Server Suitescripts and Trigger Workflows" is checked

  • 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.


  • Select Next to progress to the Step 5 Save Mapping & Start Import
  • Hover over the down arrow and click Run. Note: You have the option to save the field mapping as a template. If you would like to do that, input a name in the Import Map Name field and click Save & Run.

  • 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 or partially successful upload, review the CSV Response log to identify the specific reasons for the failed items, make any necessary updates, and repeat the steps above.
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