Importing Data for Existing Customers Using the Import Wizard

The import wizard enables you to import data that does not exist in Lending Cloud and updated data from the MARQ™ portal into customer records that were already imported into Lending Cloud.

   This section contains one option for importing data not in Lending Cloud and updated data from the MARQ portal into existing customer records in Lending Cloud.

   In addition to using the procedures in this section, you have the option to access a record in Lending Cloud that you want to update with data from the portal. From the Locator page in Lending Cloud, search for a record associated with one on the portal, or a record previously imported from the portal. Once in a Lending Cloud customer record, you can re-import or update data for it through the wizard using any of the following options from the Lending Cloud menu:

• File -> Import MARQ Docs

• General -> Related Entities -> Add/Modify/Delete -> Add New -> Search MARQ Repository

• Loans -> Search MARQ Repository

• Balance Sheet -> Trends Manager -> Import Spreads

• Income/Expense -> Trends Manager -> Import Spreads

To Import New or Updated Data into an Existing Customer Record

1. From the Search MARQ Repository page, enter the Tax ID of the business in the Tax ID field or the name of the business in the Company Name field. The system
   searches for the business and performs checks for duplicates of the Tax ID or the combination of Business Name and ZIP code.

   The results of your search appear. The page displays any records with the same Tax ID or Business Name and ZIP code combination.

   For a record already imported into Lending Cloud, the Tax ID field contains the text, Entity already exists. Also, the Action field contains the Add as New Customer and
  Update Customer links.

   

2. If the page lists more than one record, select the one for which you want to import additional information.

3. To create a new separate record that includes the information already in Lending Cloud and the new or updated data from the portal, click the Add as New Customer link. The New Customer Setup page appears. Then, create the new record following the instructions in the Importing New Customers and Data Using the Import Wizard section.

    Or, to update the record with new or updated data from the portal, click the Update Customer link. If only one duplicate record exists, the Update General Information
   page appears.

    If more than one duplicate record exists, a pop-up window with a list of all duplicate records appears. Following is an example of the window with records having the
  same Tax ID but a different Business Name and ZIP code.

      

4. From the pop-up window, select the button for the record for which you want to import additional information. Then, click the Continue button.

   The Update General Information page appears. The page displays fields with the values found in Lending Cloud and updated values on the portal. If data for a field
   does not exist in Lending Cloud, the Lending Cloud column is blank.

    Note  A blue dot to the right of the step number indicates that the step has new data available for importing from the MARQ™ portal.   

              5. From the list in each step with new or updated data, select the check box for the data you want to import, or click the Check All column heading to select all data for importing.

              6. Click the Next button to proceed to the next step with new or updated data. From each step, select the data that you want to import.

7. After selecting the data to import from lists in all applicable steps, click the Save & Exit or Save button.

   The system imports the data that you selected into the record in Lending Cloud. The newly imported data replaces the information that previously existed. Following is
   an example of the updated general information page.

               

Note  If you import all data listed in a step, the system removes the blue dot from the right of the step number on the import wizard. The removal of the dot indicates all new data has been imported into Lending Cloud.