{"id":9880,"date":"2019-09-14T16:55:16","date_gmt":"2019-09-14T16:55:16","guid":{"rendered":"https:\/\/margill.com\/?p=9880"},"modified":"2025-10-10T10:01:33","modified_gmt":"2025-10-10T14:01:33","slug":"mass-importing-existing-loans-and-borrowers-in-margill-loan-manager","status":"publish","type":"post","link":"https:\/\/margill.com\/en\/mass-importing-existing-loans-and-borrowers-in-margill-loan-manager\/","title":{"rendered":"Mass importing existing loans and borrowers in Margill Loan Manager"},"content":{"rendered":"<p><strong>Q: I wish to change from my current loan servicing platform to Margill Loan Manager. Can I import my existing loans or will I have to enter these one by one?<\/strong><\/p>\n<p><strong>A: Mass import can be done easily with simple spreadsheets (Excel). <\/strong><\/p>\n<p>You can import:<\/p>\n<ul>\n<li>Borrower data<\/li>\n<li>Creditor data<\/li>\n<li>Employer data<\/li>\n<li>Basic loan information (loan type, loan amount, interest rates, dates, amortization, method, custom fields, etc.)<\/li>\n<li>Individual historical payments (paid, partial and late payments, additional advances, etc.)<\/li>\n<\/ul>\n<p>Go to Tools &gt; Settings &gt; Special section &gt;<\/p>\n<p id=\"OVYSiwd\"><img loading=\"lazy\" decoding=\"async\" width=\"385\" height=\"89\" class=\"size-full wp-image-9881 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d14b65db5c.png\" alt=\"\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d14b65db5c.png 385w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d14b65db5c-300x69.png 300w\" sizes=\"auto, (max-width: 385px) 100vw, 385px\" \/><\/p>\n<p>Your Excel sheet must list all the data column by column. This is a sample spreadsheet for importing loan information.<\/p>\n<p id=\"TOpfcxU\"><img loading=\"lazy\" decoding=\"async\" width=\"1507\" height=\"193\" class=\"alignnone size-full wp-image-9882 \" src=\"https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d15e6b2d66.png\" alt=\"\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d15e6b2d66.png 1507w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d15e6b2d66-300x38.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d15e6b2d66-1030x132.png 1030w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d15e6b2d66-1500x192.png 1500w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d15e6b2d66-705x90.png 705w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d15e6b2d66-450x58.png 450w\" sizes=\"auto, (max-width: 1507px) 100vw, 1507px\" \/><\/p>\n<p>Select the spreadsheet and then map the spreadsheet columns to the proper Margill fields:<\/p>\n<p id=\"zcTtYyo\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-9883 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d174500a4b.png\" alt=\"\" width=\"718\" height=\"459\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d174500a4b.png 1027w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d174500a4b-300x192.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d174500a4b-705x450.png 705w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d174500a4b-450x287.png 450w\" sizes=\"auto, (max-width: 718px) 100vw, 718px\" \/><\/p>\n<p>You could have one single spreadsheet with Loan and Borrower information and map some columns but not others depending on where the data fits (Loan or Borrower).<\/p>\n<p>You can save this format to use over and over to add more loans and Borrowers in bulk.<\/p>\n<p>Please contact Margill Support to obtain a sample sheet with more import information&#8230;<\/p>\n<hr \/>\n<p>You can also import individual transactions with an Excel sheet:<\/p>\n<p id=\"rGSmFLA\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-9884 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d18f408ba0.png\" alt=\"\" width=\"420\" height=\"334\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d18f408ba0.png 603w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d18f408ba0-300x239.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2019\/09\/img_5d7d18f408ba0-450x358.png 450w\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>The Transaction type columns uses a number to identify the transaction type: payment, advance, etc. Comments and a host of other data can also be added such as Check number&#8230;<\/p>\n<hr \/>\n<p>Importing loans and Borrowers takes no time at all. The <em>challenge<\/em> lies in getting the proper information from your existing system into the Excel sheet. The Margill team is there to help in this transition.<\/p>\n<p>See also how to add data in bulk once the loan or Borrower is entered in the database:\u00a0<a href=\"https:\/\/margill.com\/mass-data-entry-global-database-changes-adding-new-data-in-the-database-in-bulk-mass-database-changes-in-margill-loan-manager\/\">https:\/\/margill.com\/mass-data-entry-global-database-changes-adding-new-data-in-the-database-in-bulk-mass-database-changes-in-margill-loan-manager\/<\/a><\/p>\n<p><em>PS: Good idea switching from your other system to Margill ;-)<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Q: I wish to change from my current loan servicing platform to Margill Loan Manager. Can I import my existing loans or will I have to enter these one by one? A: Mass import can be done easily with simple spreadsheets (Excel). You can import: Borrower data Creditor data Employer data Basic loan information (loan [&hellip;]<\/p>\n","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","footnotes":""},"categories":[405,193,404],"tags":[172,175,173,171,174],"class_list":["post-9880","post","type-post","status-publish","format-standard","hentry","category-margill-loan-manager-documentation","category-knowledge-base","category-margill-loan-manager","tag-borrower-import","tag-import-by-spreadsheet","tag-loan-import","tag-mass-loan-import","tag-payment-import-excel"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Mass importing existing loans and borrowers in Margill Loan Manager - Margill<\/title>\r\n<meta name=\"description\" content=\"Import existing loans and borrowers via spreadsheet\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/margill.com\/en\/mass-importing-existing-loans-and-borrowers-in-margill-loan-manager\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Mass importing existing loans and borrowers in Margill Loan Manager - 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