How to prepare your data for import

 

Bulk Upload Excel CSV Template

This guide will take you through how to prepare your data within the provided CSV template.

This will include notes on how the information needs to be formatted, along with sample primary key (PK) information, based on the systems' default ‘off the shelf’ settings.

Each row on the import template represents (and will create a new) a customer, case and product. If you have 2 or more applicants on a row, they will appear together on the same case.

If you have any questions please email the training team or support team.

NOTE:

The file needs to be in a .CSV format, with plain text, ideally with string values quoted and new records separated by a hard return.

The first row should be a header row with the relevant field titles from the tables below.

Please download and use the following template:

 


To make life easier spilt-out the the data import into the following topics:



Mandatory Fields

Header Name

Description

Format Information

Mandatory Field

Notes 

Surname1

App 1 Surname

Smith

Yes

 

DOB1

App 1 Date of Birth

dd/mm/YYYY

Yes

if DOB is not known you can enter:

null

MortgageSubType-1

PRODUCT TYPE/NAME

Mortgage

Yes

Exact product name required



Applicant 1 Details

Header Name

Description

Format Information

Mandatory Field

Notes 

Title1

App 1 Title

Miss

 

 

Forename1

App 1 Forename

Tina

 

 

MiddleName1

App 1 Middle Name

Louise

 

 

Surname1

App 1 Surname

Smith

Yes

 

DOB1

App 1 Date of Birth

dd/mm/YYYY

Yes

if DOB is not known you can enter:

null

App1AddressText

App 1 Address 

123 The Street
Town
City
County

 

 

DayPhone1

App 1 Work Number

0207 123 4567

 

 

MobilePhone1

App 1 Mobile Phone

07777 123456

 

 

EveningPhone1

App 1 Home Number

01275 400660

 

 

Email1

App 1 Email

name@domain.net

 

 

Notes1

Specific Notes Regards The Applicant E.G. Works Nightshift, Call After 11Am

Free text field (128 Character limit)

 

 

Sex1

Sex - M or F

0= M, 1= F

 

 

Smoker1

Smoker - Y/N 

2= No, 1= Yes

 

 

EmploymentStatus1

Employed Status

PK Number

 

 

ExpectToRetire1

Expected Retirement Age

65

 

 

Occupation1

Occupation 

Office Manager

 

 

Income1

Annual Salary

12345.00

 

Do not include comma or pound signs


Title values

The applicant title descriptions will come across as these appear in the CSV.

Description (Samples)

Mr

Mrs

Miss

Ms

Dr


Employed Status values

The following descriptions are the default that come with the system, these are the only permitted entries.

Description

Full-time

Part-time

Unemployed

Self-employed

House Wife/Home-maker

Retired

Student


Header Name

Description

Format Information

Mandatory Field

Notes 

Title2

App 2 Title

Mr

 

 

Forename2

App 2 Forename

Terry

 

 

MiddleName2

App 2 Middle Name

John

 

 

Surname2

App 1 Surname

Smith

Yes

 

DOB2

App 2 Date of Birth

dd/mm/YYYY

Yes

if DOB is not known you can enter:

null

App2AddressText

App 2 Address 

123 The Street
Town
City
County

 

 

DayPhone2

App 2 Work Number

0207 123 7654

 

 

MobilePhone2

App 2 Mobile Phone

09777 123999

 

 

EveningPhone2

App 2 Home Number

01275 400660

 

 

Email2

App 1 Email

name@domain.net

 

 

Notes2

Specific Notes Regards The Applicant E.G. Works Nightshift, Call After 11Am

Free text field (128 Character limit)

 

 

Sex2

Sex - M or F

0= M, 1= F

 

 

Smoker2

Smoker - Y/N 

2= No, 1= Yes

 

 

EmploymentStatus2

Employed Status

PK Number

 

 

ExpectToRetire2

Expected Retirement Age

65

 

 

Occupation2

Occupation 

Firefighter

 

 

Income2

Annual Salary

12345.00

 

Do not include comma or pound signs


Title values

The applicant title descriptions will come across as these appear in the CSV.

Description (Samples)

Mr

Mrs

Miss

Ms

Dr


Employed Status values

The following descriptions are the default that come with the system, these are the only permitted entries.

Description

Full-time

Part-time

Unemployed

Self-employed

House Wife/Home-maker

Retired

Student


Header Name

Description

Format Information

Mandatory Field

1-LegalStatus

Company Legal Status

PK Number

 

1-CompanyName

Business Name

EKeeper Group

Yes

1-CompanyAddressLine1

Address Line 1 

123 The Road

 

1-CompanyAddressLine2

Address Line 2

Town

 

1-CompanyAddressLine3

Address Line 3

City

 

1-CompanyAddressLine4

Address Line 4

County

 

1-CompanyPostcode

Address Postcode

BS20 0DD

 

1-CompanyTelephone

Company Phone Number

0207 123 4567

 

1-CompanyFax

Company Fax Number

01275 123456

 

1-CompanyEmail

Company Email Address

company@email.net

 

1-CompanyWebsite

Company Website

website.co.uk

 

1-CompanyNotes

Specific Notes Regards The Company E.G. Office hours 10am to 4 pm

Free text area

 

1-CompanyRegistrationNo

Company Registration Number

12345678

 

1-IncorporationDate

Company Incorporation Date

dd/mm/YYYY

 


Legal Status values

The following property type PKs and descriptions are the default that come with the system, these do not change.

PK Value

Description

1

Sole Trader

2

Limited Liability Partnership

3

Limited Company

4

Public Limited Company

5

Ordinary Partnership

6

Agricultural

7

Charity


The following column header will determine the first product, which will be assigned to the applicant(s) case.

The upload will fail if it doesn't match with a product name (See Product Type/Name values).

Header Name

Description

Format Information

Mandatory Field

Notes

MortgageSubType-1

PRODUCT TYPE/NAME

Mortgage

Yes

Exact product name required

Product Type/Name values

The following product type/name descriptions are the default that come with the system and will be different if you changed these values in System Settings > Products

Description

Mortgage

Remortgage

Buy to Let

Commercial Mortgage

Asset Finance

Screenshot Example


The following column headers determine the product information to be assigned to the product above.

Header Name

Description

Format Information

Mandatory Field

Notes

1-AppName

Application Reference

Internal reference number

 

This can be a mixture of letter, number and special characters, as exampled to the left.

1-LenderReference

Lender Reference

A/12345-Z

 

This can be a mixture of letter, number and special characters, as exampled to the left.

1-Address1

Security Address Line 1

123 The Street

 

No return carriage

1-Address2

Security Address Line 2

Town

 

No return carriage

1-Address3

Security Address Line 3

City

 

No return carriage

1-Address4

Security Address Line 4

County

 

No return carriage

1-PostCode

Security Address Postcode

BS20 0DD

 

No return carriage

1-RepaymentMethod

Product Repayment Method

Exact Repayment Method Name

 

System Settings >> Repayment Methods

1-MortgageAmount

Loan Amount

12345.00

 

Do not include comma or pound signs

1-PurchasePrice

Purchase/Valuation Price

12345.00

 

Do not include comma or pound signs

1-StagePK

Product workflow status

PK Number

 

NOTE: Do not use 1-StagePK if you are using 1-Stage, one or the other.

1-Stage

Product workflow status

New Enquiry

 

Exact workflow stage name required

1-AdvisorPK

Adviser P

PK Number

 

NOTE: Do not use 1-AdvisorPK if you are using 1-Adviser, one or the other.

1-Adviser

Protection Adviser

John Smith
(Exact Forename and Surname against User Profile)

 

Please ensure users have been created in the system before uploading this data

1-UserPK2

Admin PK

PK Number

 

NOTE: Do not use 1-AdminPK if you are using 1-Admin, one or the other.

1-Administrator

Protection Admin

John Smith
(Exact Forename and Surname against User Profile)

 

Please ensure users have been created in the system before uploading this data

1-Lender

Product Lender

Halifax

 

 

1-Term

Product Term

25

 

Please only enter this value in YEARS

1-DealTerm

Deal Term

36

 

Product deal term, where no exact end date applies e.g. 24 month tracker

1-CommissionAmt

Expected Lender Proc Fee Amount

12345.00

 

 

1-NextStageDue

Date for next follow-up call

dd/mm/YYYY

 

'Next Stage Due'

use this for your follow-up date.

1-InterestRateType

Product Rate Type

Exact Interest Rate Type Name

 

 

1-Rate

Product Rate Amount

2.75

 

Do not include the % sign

1-LeadCreationDate

Date Of Enquiry

dd/mm/YYYY

 

 

1-DateAmended

Mortgage Expiry date

dd/mm/YYYY

 

 

1-DateMade

Signup Date

dd/mm/YYYY

 

 

1-DateComplete

Mortgage Completion Date

dd/mm/YYYY

 

 

1-FollowUpDate

Product Expiry Date

dd/mm/YYYY

 

 

1-PurposeOfLoan

Loan Purpose

Purchase (see below)

 

 

1-BuyerType

Buyer Type

PK Number

 

 

1-Relationship

Relationship between the applicant's on the product

PK Number

 

 

1-MortgageSource

Source drop-down option

Exact Source Name

 

System Settings >> Sources

If source drop-down option is not in use, please use the following option 'Lead Provider' instead

1-LeadProvider

Mortgage Lead Provider - Free Text

John Smith

 

 


Repayment Method values

The following repayment methods are the defaults that come with the system and will be different if you changed these values in System Settings > Repayment Methods

Enter the Repayment Method exact name (description)

Description

Repayment

Endowment

PEP

Pension

Interest Only

With Profits

Unit Linked

ISA

Part and Part


Stage values

The following stage PKs and descriptions are the default that come with the system and will be different if you changed these values in System Settings > Stages

PK Value

Description

25

Enquiries

32

Chasing Lead

31

Appointment & Fact Finding

23

Market Research

1

DIP Process

28

Application to Lender

2

Further Information

3

Valuation Instructed

4

Valuation Received

7

Offer Issued

9

Exchanged

8

Completed Awaiting Payment

5

Waiting to be Recontacted

6

Remortgage - Contact Made

33

Archive

19

Not Proceeding


Interest Rate Type values

The following interest rate type PKs and descriptions are the default that come with the system and will be different if you changed these values in System Settings > Interest Rate Types

PK value

Description

1

Variable

2

Fixed

3

Capped

4

LIBOR

6

Discounted

7

Tracker

8

Stepped (Discount)

9

Stepped (Fixed)

10

Conditional Sale

11

Finance Lease

12

Hire Purchase


Purpose Of loan values

The following purpose of loan descriptions are the default that come with the system and will be different if you changed these values in System Settings > Purpose Of Loans

Description

None Selected

New - Purchase

Remortgage

Rmg - Capital Rising

Rmg - Home improvements

Rmg - Debt Consolidation

Rmg - School Fees

Rmg - Holidays/Cars

Rmg - Buy other property

Rmg - Business purposes

Rmg - Divorce Settlement

Buy to let

Let to buy

Buy to Let Remortgage

Further Advance Purchase

Further Advance Remortgage

NOT USED

Secured Loan

Right To Buy

Product Transfer

NOT USED

Equity Release

Lifetime Mortgage


Buyer Type values

The following buyer type PKs and descriptions are the default that come with the system and will be different if you changed these values in System Settings > Buyer Types

PK value

Description

1

Homeowner

2

First time buyer

3

No Current Mortgage

4

Existing Mortgage Single

5

Existing Mortgage Joint


The following column header will determine the second product, which will be assigned to the applicant(s) case.

The upload will fail if it doesn't match with a product name (See Product Type/Name values).

Header Name

Description

Format Information

Mandatory Field

Notes

InsuranceSubType-2

PRODUCT TYPE/NAME

E.G. Life Only / Life & Critical Illness / Income Protection

Yes
(if a protection product is present)

Exact product name required

Product Type/Name values

The following product type/name descriptions are the default that come with the system and will be different if you change these values in System Settings > Products

Description

Life Cover

Life & Critical Illness

Critical Illness

Income Protection

Multi Benefit

Screenshot Example


The following column headers determine the product information to be assigned to the product above.

Header Name

Description

Format Information

Mandatory Field

Notes

2-ReferenceNo

Product reference

A/12345-Z

 

This can be a mixture of letter, number and special characters, as exampled to the left.

2-ReferenceNo2

Internal reference

A/12345-Z

 

This can be a mixture of letter, number and special characters, as exampled to the left.

2-Adviser

Protection Adviser

John Smith (Exact system user name)

 

Please ensure users have been created in the system before uploading this data

2-Administrator

Protection Administrator

John Smith (Exact system user name)

 

Please ensure users have been created in the system before uploading this data

2-Provider

Product Provider

AXA

 

 

2-TaskText

Other useful product info

Free Text area

 

 

2-Status

Product workflow status

New Enquiry

 

Exact workflow stage name required

2-Premium

Product premium

12345.00

 

Do not include comma or pound signs

2-SumAssured

Main sum assured

12345.00

 

Do not include comma or pound signs

2-Term

Product term

25

 

Please only enter this value in YEARS

2-DateWritten

Product written date

dd/mm/YYYY

 

 

2-OnRiskDate

Product on-risk date

dd/mm/YYYY

 

 

2-FollowupDate

Date for next chase-up

dd/mm/YYYY

 

 


Status values

The following status descriptions are the default that come with the system and will be different if you change these values in System Settings > Protection Statuses

Description

Not Discussed

Appointment Booked

Quotation Provided

Declined by Client

Application Submitted

With Underwriters

Medical Report

Acceptance Terms Issued

Policy on Risk

Paid

Not Applicable

Clawed Back/Lapsed


The following column header will determine the third product, which will be assigned to the applicant(s) case.

The upload will fail if it doesn't match with a product name (See Product Type/Name values).

Header Name

Description

Format Information

Mandatory Field

Notes

InsuranceSubType-3

PRODUCT TYPE/NAME

Building & Contents

Yes
(if a B&C product is present)

Exact product name required

Product Type/Name values

The following product type/name descriptions are the default that come with the system and will be different if you change these values in System Settings > Products

Description

Building & Contents

Screenshot Example


The following column headers determine the product information to be assigned to the product above.

Header Name

Description

Format Information

Mandatory Field

Notes

3-ReferenceNo

Product reference

A/12345-Z

 

This can be a mixture of letter, number and special characters, as exampled to the left.

3-ReferenceNo2

Internal reference

A/12345-Z

 

This can be a mixture of letter, number and special characters, as exampled to the left.

3-Adviser

Protection Adviser

John Smith (Exact system user name)

 

Please ensure users have been created in the system before uploading this data

3-Administrator

Protection Administrator

John Smith (Exact system user name)

 

Please ensure users have been created in the system before uploading this data

3-Provider

Lender / Provider

Paymentshield

 

 

3-TaskText

Other useful product info

Free Text area

 

 

3-Status

Product workflow status

New Enquiry

Yes

Exact workflow stage name required

3-Premium

Product premium

12345.00

 

Do not include comma or pound signs

3-SumAssured

Main sum assured

12345.00

 

Do not include comma or pound signs

3-Term

Product term

12

 

Please only enter this value in MONTHS

3-DateWritten

Product written date

dd/mm/YYYY

 

 

3-OnRiskDate

Product on-risk date

dd/mm/YYYY

 

 

3-FollowupDate

Date for next chase-up

dd/mm/YYYY

 

 

3-AddressText

Associated security address

123 The Street
Town
City
County

 

 

3-Postcode

Associated security address postcode

BS20 0DD

 

 

3-YearBuilt

Security property year built

YYYY

 

 

3-NoBedrooms

Security property bedroom number

5

 

 

3-PropertyType

Security property type

PK Number

 

e.g.
1 = Terraced House


Property Type values

The following property type PKs and descriptions are the default that come with the system and will be different if you change these values in System Settings > Property Types

PK value

Description

1

Terraced House

2

Detached House

3

Semi-Detached House

4

Terraced Bungalow

5

Detached Bungalow

6

Semi-Detached Bungalow

7

Flat

8

Dormer Bungalow


Status values

The following status descriptions are the default that come with the system and will be different if you change these values in System Settings > Protection Statuses

PK Value

Description

1

Not Discussed

36

Appointment Booked

10

Quotation Provided

19

Declined by Client

2

Application Submitted

16

With Underwriters

20

Medical Report

3

Acceptance Terms Issued

4

Policy on Risk

6

Paid

13

Not Applicable

11

Clawed Back/Lapsed