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User Import Guide (Admins)

Total Expert User Import Guide 



Document Purpose 

This document describes the information needed to import new Loan Officers, Marketing, and Admin users into the Total Expert (TE) platform. The more information you provide for the import, the more you will be able to take advantage of TE’s various features. 

Import File Template 

The following table outlines TE data fields used for user import. 

Visible in UI – This column identifies which information is visible in the TE user interface (UI). 

Total Expert Fields – These are TE common field names. 

Description – This column has brief information on the expected data. See the Data Content Definitions section for additional details. 

Data Type – This column is the expected data type. 

 

Visible in UI 

Total Expert Fields 

Description 

Data Type 

No 

user.organization_id (required) 

TE will provide this ID for your organization. 

type: tinyint 
length: 10 

User’s setting 

user_info.cost_center 

The cost center is used to separate users for branding purposes (see notes below). 

type: varchar 
length: 100 

User’s setting 

user_info.location_id 

The location ID is used to separate users on a branch level for branding purpose. 

type: varchar 
length: 100 

User’s setting 

user.role_id (required) 

Used to assign the same set of user permissions to a set of similar users. Example roles: Loan Officer, LOA, Admin, Compliance, Training. 

type: varchar 
length: 255 

User’s setting 

user.type_id (required) 

2 – Lender – Always 2 

type: varchar 
length: 50 

User’s setting 

user_info.f_name (required) 

The user’s first name. 

type: varchar 
length: 50 

User’s setting 

user_info.l_name (required) 

The user’s last name. 

type: varchar 
length: 50 

User’s setting 

user.email (required) 

The user’s primary email address. 

type: varchar 
length: 50 

User’s setting 

user_info.job_title 

The user’s job title. 

type: varchar 
length: 100 

User’s setting 

user.username 

The user’s login user name. For a new user, this is generated by import based on the email address. 

type: varchar 
length: 30 

The plain text password is not visible 

user.password 

This should be left blank 

type: varchar 
length: 255 

User list 

user.status (required) 

0 – Inactive User 

1 – Active User 

type: tinyint 
length: 1 

User list 

user.is_trial (required) 

0 – Full Account 
1 – Trial Account 

type: tinyint 
length: 1 

User’s setting 

user.external_id 

An ID used to link with an external data source, such as an LOS. 

type: varchar 
length: 128 

User’s setting 

user_settings_marketing.profile_img 

The user’s headshot. A complete file name is required. Preferred sizing is 200px by 300px.  1mb Max 

type: varchar 
length: 500 

User’s setting 

user_info.company 

User’s company name. This information will be visible on marketing materials, websites, and emails. 

type: varchar 
length: 100 

User’s setting 

user_info.website 

The user’s website address. Must have https:// 

type: varchar 
length: 255 

User’s setting 

user_info.phone_cell 

The user’s cell phone number. The preferred format is (555)555-1234. 

type: varchar 
length: 25 

User’s setting 

user_info.phone_office 

The user’s office phone number. The preferred format is (555)555-1234. 

type: varchar 
length: 25 

User’s setting 

user_info.phone_fax 

The user’s fax number. The preferred format is (555)555-1234. 

type: varchar 
length: 25 

User’s setting 

user_info.address 

The first line of the user’s address. 

type: varchar 
length: 100 

User’s setting 

user_info.address_two 

The second line of the user’s address. 

type: varchar 
length: 100 

User’s setting 

user_info.city 

The city associated with the user’s address. 

type: varchar 
length: 50 

User’s setting 

user_info.state 

The state abbreviation associated with the user’s address. 

type: varchar 
length: 2 

User’s setting 

user_info.zipcode 

The ZIP code associated with the user’s address. 

type: varchar 
length: 10 

User’s setting 

user_info.timezone_name Required 

Select the option that most closely matches the user’s location: 

America/New_York – (Eastern) 

America/Chicago – (Central) 

America/Denver – (Mountain) 

America/Phoenix – (Mountain (No DST)) 

America/Los_Angeles – (Pacific) 

America/Anchorage  (Alaska) 

America/Adak – (Hawaii) 

Pacific/Honolulu – (Hawaii (no DST)) 

 

type: varchar 
length: 50 

User’s setting 

user_settings_marketing.license_title 

Loan Officer NMLS# for the user. 

type: varchar 
length: 100 

User’s setting 

user_settings_marketing.agent_bio 

A short text biography of the user. Use only if this text is included in print marketing. If there are any page breaks, the bio will not import correctly. 

text 

User’s setting 

user_settings_marketing.social_facebook 

The URL of the user’s Facebook page. 

type: varchar 
length: 255 

User’s setting 

user_settings_marketing.social_twitter 

The URL of the user’s Twitter page. 

type: varchar 
length: 255 

User’s setting 

user_settings_marketing.social_google 

The URL of the user’s Google page. 

type: varchar 
length: 255 

User’s setting 

user_settings_marketing.social_linkedIn 

The URL of the user’s LinkedIn page. 

type: varchar 
length: 255 

User’s setting 

user_settings_marketing.social_youtube 

The URL of the user’s YouTube page. 

type: varchar 
length: 255 

User’s setting 

user_settings_marketing.application_url 

The URL where the user has online applications. 

type: varchar 
length: 255 

User’s setting 

user_settings_marketing.short_name 

A token to be added to the user’s custom URL. See example below. 

type: varchar 
length: 100 

User’s setting 

user_settings_marketing.disclaimer 

User-specific disclaimer that is unique to any organization/state disclaimer.  

type: varchar 

User’s setting 

License_AK 

The user’s appropriate state license number in Alaska. 

type: varchar 
length: 255 

User’s setting 

License_AL 

The user’s appropriate state license number in Alabamba. 

type: varchar 
length: 255 

User’s setting 

License_AR 

The user’s appropriate state license number in Arkansas. 

type: varchar 
length: 255 

User’s setting 

License_AZ 

The user’s appropriate state license number in Arizona. 

type: varchar 
length: 255 

User’s setting 

License_CA 

The user’s appropriate state license number in California. 

type: varchar 
length: 255 

User’s setting 

License_CO 

The user’s appropriate state license number in Colorado. 

type: varchar 
length: 255 

User’s setting 

License_CT 

The user’s appropriate state license number in Connecticut. 

type: varchar 
length: 255 

User’s setting 

License_DC 

The user’s appropriate state license number in the District of Columbia. 

type: varchar 
length: 255 

User’s setting 

License_DE 

The user’s appropriate state license number in Delaware. 

type: varchar 
length: 255 

User’s setting 

License_FL 

The user’s appropriate state license number in Florida. 

type: varchar 
length: 255 

User’s setting 

License_GA 

The user’s appropriate state license number in Georgia. 

type: varchar 
length: 255 

User’s setting 

License_HI 

The user’s appropriate state license number in Hawaii. 

type: varchar 
length: 255 

User’s setting 

License_IA 

The user’s appropriate state license number in Iowa. 

type: varchar 
length: 255 

User’s setting 

License_ID 

The user’s appropriate state license number in Idaho. 

type: varchar 
length: 255 

User’s setting 

License_IL 

The user’s appropriate state license number in Illinois. 

type: varchar 
length: 255 

User’s setting 

License_IN 

The user’s appropriate state license number in Indiana. 

type: varchar 
length: 255 

User’s setting 

License_KS 

The user’s appropriate state license number in Kansas. 

type: varchar 
length: 255 

User’s setting 

License_KY 

The user’s appropriate state license number in Kentucky. 

type: varchar 
length: 255 

User’s setting 

License_LA 

The user’s appropriate state license number in Louisiana. 

type: varchar 
length: 255 

User’s setting 

License_MA 

The user’s appropriate state license number in Massachusetts. 

type: varchar 
length: 255 

User’s setting 

License_MD 

The user’s appropriate state license number in Maryland. 

type: varchar 
length: 255 

User’s setting 

License_ME 

The user’s appropriate state license number in Maine. 

type: varchar 
length: 255 

User’s setting 

License_MI 

The user’s appropriate state license number in Michigan. 

type: varchar 
length: 255 

User’s setting 

License_MN 

The user’s appropriate state license number in Minnesota. 

type: varchar 
length: 255 

User’s setting 

License_MO 

The user’s appropriate state license number in Missouri. 

type: varchar 
length: 255 

User’s setting 

License_MS 

The user’s appropriate state license number in Mississippi. 

type: varchar 
length: 255 

User’s setting 

License_MT 

The user’s appropriate state license number in Montana. 

type: varchar 
length: 255 

User’s setting 

License_NC 

The user’s appropriate state license number in North Carolina. 

type: varchar 
length: 255 

User’s setting 

License_ND 

The user’s appropriate state license number in North Dakota. 

type: varchar 
length: 255 

User’s setting 

License_NE 

The user’s appropriate state license number in Nebraska. 

type: varchar 
length: 255 

User’s setting 

License_NH 

The user’s appropriate state license number in New Hampshire. 

type: varchar 
length: 255 

User’s setting 

License_NJ 

The user’s appropriate state license number in New Jersey. 

type: varchar 
length: 255 

User’s setting 

License_NM 

The user’s appropriate state license number in New Mexico. 

type: varchar 
length: 255 

User’s setting 

License_NV 

The user’s appropriate state license number in Nevada. 

type: varchar 
length: 255 

User’s setting 

License_OH 

The user’s appropriate state license number in Ohio. 

type: varchar 
length: 255 

User’s setting 

License_OK 

The user’s appropriate state license number in Oklahoma. 

type: varchar 
length: 255 

User’s setting 

License_OR 

The user’s appropriate state license number in Oregon. 

type: varchar 
length: 255 

User’s setting 

License_PA 

The user’s appropriate state license number in Pennsylvania. 

type: varchar 
length: 255 

User’s setting