CSV Import

This guide will walk you through the process of importing a list of data into your Modex account. This feature is a powerful way to bring in your own curated lists of Loan Officers, Branches, or Companies. You can import data into a brand-new list or add it to one you've already created.

Step-by-Step Guide

Follow these instructions to successfully import your data from a CSV file.

1. Navigate to the Lists Section

First, you need to go to the correct list section for the data you wish to import.

• In the main navigation bar, click on Loan Officers, Branches, or Companies, depending on the type of data you are importing.
• Once you've made your selection, click on the Lists button that appears just below the main navigation.

2. Select or Create a List

You now have the option to use an existing list or create a new one.

• To use an existing list: Simply click on the name of the list from the panel on the left.

  To create a new list:

  1. Click the blue Create button.
  2. A "Create List" pop-up will appear. Enter a name for your new list (e.g., "Import Test List").
  3. Click Save. Your new list will be created and automatically selected.

3. Open the Import from CSV Option

Once your target list is selected, you can begin the import process.

• In the main content area, you will see the name of your selected list. To the right of the name, click the three-dot menu icon.
• From the dropdown menu, select Import From CSV.

4. Prepare and Upload Your CSV File

An "Import From CSV" dialog box will appear with instructions for your file.

• Important: The key to a successful import is the file format. Your CSV file must contain a column with the heading NMLS ID (all caps, with a space between NMLS and ID). This is the only required field; any other columns in your file will be ignored. You can download a sample file from this screen if you need a template.
• Click the Choose File button.
• Select the correctly formatted CSV file from your computer.
• Click the green Upload button.

5. Completing the Import

After you click "Upload," the system will begin the import process.

• A confirmation message will appear stating, "Import Started. Please wait a few minutes for the import to complete."
• After a few moments, you may need to refresh the page to see the newly imported items.
• Once refreshed, the entities from your CSV file will appear in the selected list.

Additional Information

• Duplicate Entries: The system automatically prevents the creation of duplicate entries. If you import a file containing NMLS IDs that are already present in the target list, those entries will be ignored, not duplicated.
• Data Types: Remember, this exact process can be used for importing lists of Loan Officers, Branches, and Companies. The system handles each data type seamlessly.
• Incorrect NMLS IDs: If your CSV file contains NMLS IDs that are incorrect or not found in the Modex system, they will simply be ignored during the import process.
• File Size: There are no limits on the size of the CSV file you can import.