NetLoan - Loan Rate Data Upload

Use Case: These steps can be followed to upload rates to loan records that exist within NetLoan. 

Note that the following fields are always required with loan payment data uploads:

  • Concatenate Name
  • Effective Date
  • Rate

STEP BY STEP PROCESS

  • Open the loan rate upload Excel template and fill out the details for the required rate fields prior to attempting to upload
  • Note that Loan ID and Loan Name should come from your NetLoan Loan Register. These two fields will then be concatenated together and the resulting name is how the system links the rates to the appropriate loan. If the ID or Name does not match what is on the Loan Register, the rates will not be uploaded.                   
  • 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 Rate



    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 and under the "Advanced Options" section make sure Run Server Suitescript 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. Make sure the concatenated name field is mapped to the loan filed. 

  • If the fields are mapped correctly and the field contents match the field values in NetSuite, the upload will show complete and the rates will be available to view in NetLoan.


  • In the event of a failed upload, review the logs for the specific reasons for the failed load and repeat the steps above.
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