Overview
This article explains how admin users can import client companies into Appraisal Scope® using a CSV file, including downloading the sample template and mapping imported fields to company profile fields. It also outlines how to troubleshoot common CSV format errors and confirm that imported client profiles are available in the platform.
Import Client
The Import Client tab allows admin users to import to their platform-version a CSV file containing client company information. The information imported through the CSV import can be used to create a client company profile. This process can be used in place of the previously documented procedures to create a client company profile (see the section How to Edit the Users Tab Options in Appraisal Scope® for more details).
Admin users will find on their platform-version a downloadable file sample that they can access via the Download CSV File Sample link at the top of the Import Client page. This file can be used as a template. It includes all of the Required columns listed on the platform-interface under the NOTE, along with other columns that are available to collect information but that are not required. If an admin user is going to import a file other than this template, then the user will need to make sure that it has been saved as a CSV file before it’s imported.
Importing a client company
From the Import Client page, click Select File.
From your local directory panel, choose the file to be imported, and then click Open.
This will bring up two columns: Imported File on the left, and Company Profiles on the right.
Drag-and-drop each selection from the Imported File column to the Require Field space in the Company Profiles column that corresponds to the information represented by that selection. Note that the required information is highlighted against a red background. The information that is not required will only need to be matched up with a corresponding white field if that information is included in the CSV file.
After all components have been matched, click Import.
The Import Client Result dialog box will open, notifying you whether the import was carried out successfully and how many client companies were included in the import. Click Close.
The new client company profile associated with this import will now be accessible from the Users tab, Client tab.
Note regarding CSV format errors: : If an import cannot be successfully carried out due to an error in the CSV file being imported, a dialog box labeled Import Client Result will appear. This box will contain a link to download a spreadsheet, which will give the user the reason why an import has failed.
Note regarding the Account Type column: The Account Type column requires that a user enter one of the standard client company types within Appraisal Scope. The following screenshot displays the Account Type dropdown list in the Client sub-page Search pane, accessible by going Users > Client. The standard client company types available by default in Appraisal Scope are spotlighted.
Import Users
The Import Users tab allows admin users to import to their platform-version a CSV file containing client user information. This process can be used in place of the previously documented procedures to create a client user profile (see the section How to Edit the Users Tab Options in Appraisal Scope® for more details).
Admin users will find on their platform-version a downloadable file sample that they can access via the Download CSV File Sample link at the top of the Import Users page. This file can be used as a template. It includes all of the Required columns listed on the platform-interface under the NOTE, along with other columns that are available to collect information but that are not required. If an admin user is going to import a file other than this template, then the user will need to make sure that it has been saved as a CSV file before it’s imported.
Importing a client user
From the Import Client page, click Select File.
This will bring up two columns: Imported File on the left, and Company profiles on the right.
Drag-and-drop each selection from the Imported File column to the Require Field space in the Company Profiles column that corresponds to the information represented by that selection. Then click Import.
The Import Client Result dialog box will open, notifying you whether the import was carried out successfully and how many client companies were included in the import. Click Close.
The new client company profile associated with this import will now be accessible by going to Users > Client.
Note regarding CSV format errors: If an import cannot be successfully carried out due to an error in the CSV file being imported, a dialog box labeled Import Client Result will appear. This box will contain a link to download a spreadsheet, which will give the user the reason why an import has failed.
Note regarding the User Type column: The User Type column requires that an AMC staff user enter one of the standard client user types within Appraisal Scope: Processor, Loan Officer, and Manager.
Outcome
When you complete these steps, the client companies and/or client users from your CSV file will be created in Appraisal Scope® and available in the Users > Client area. You will also know how to map fields correctly during import and where to find error details if the upload fails.