Importing 101 - Contacts, Related Contacts and Transactions

Importing data doesn't have to be scary or stressful - In fact, with proper education, preparation and concentration it can be a structured and fulfilling process. We'll show how, using very straightforward steps, it can be just that and easy.

In the following sections we'll review every step to organize and setup import spreadsheets, create contacts, relationships and transactions, efficiently and accurately. These are broken out into 5 videos:

1. Understanding Contact and Transaction Relationships
2. Organizing a Spreadsheet to Prepare for Importing
3. Import Co-borrowers, Referral Contacts and Agents
4. Import Borrowers and Link Related Contacts
5. Import Transactions and Link Related Contacts
6. Review the Resulting Imports

Understanding Contact and Transaction Relationships

Organizing a Spreadsheet to Prepare for Importing

Import Co-borrowers, Agents and Related Contacts

Import Borrowers

Import Transactions/Loans

Review the Resulting Imports