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Bulk Import Templates

for Entities, People, and Loan, Funding, and Payments

Updated over 2 months ago

If you have loan data that you would like to bulk import into Baseline, you can download a preconfigured import template below.

Data available for bulk import:

  • People and Entities (Borrowers, Investors, and Vendors)

  • Loans

  • Funding

  • Payments

Data import templates are linked below. Please send your completed import templates to our support team at [email protected] and they can assist you with the upload.

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