GitoSente
GitoSente
Mass Import Loans
Import multiple loans from an Excel spreadsheet
Step 1: Download Excel Template
Download the Excel template with 5 sheets (customers, guarantors, collaterals, loanProducts, loans). The template is preloaded with existing data from your branch. Fill in the loans sheet to reference rows from the other sheets using 1-based row numbers. Use semicolons (;) to separate multiple guarantor or collateral references.
Step 2: Upload Excel File
Upload the filled Excel file. The file should contain sheets named: customers, guarantors, collaterals, loanProducts, and loans. Customers, loan products, and loans sheets are required.