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How to Use the Data Importer: Step 1 of 3


This function is permission-based. Please reach out to your Customer Success Manager or Implementation Manager for assistance. 

  • End users also have the ability to gain access to this function. Users that have access to the data importer can only import contacts.

The new data importer allows for administrators to import the following into the TE system:

  • Contacts
  • Loans
  • Users
  • Products
  • Recruits

  1. On the left navigation, click Import Data.
  2. Choose a data import template.
  3. Fill out your CSV file. Click HERE to learn more about import template set up. 
  4. On the right side of the screen, click New Data Import.
  5. Input a name of the import. 
  6. Choose one of the following data types:
    • Contacts - Select to import leads and contacts. 
    • Loans - Select to import loan information. Loans can also import contact information. 
    • Users - Select to import users. 
    • Products - Select to import financial institution product information. 
    • Recruiting - Select if importing recruit information.
  7. Click Continue to advance.

At the bottom of the page, click Save & Exit at anytime to save your progress and come back to your import at a later time. 

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