Charityengine Help Center The import transactions feature in hypercore allows lenders to efficiently upload multiple transactions at once, either from a csv file or through manual entry. this is especially useful for importing bank statements, aligning with expected repayment reports, or entering historical data. What can we help you find?.
Automatically Importing Transactions Help Center The import clients feature demonstrates the standard process used for all bulk imports in hypercore. while this example focuses on client records, the same steps apply to loans, fees, transactions, funding sources, and other bulk data types. Hypercore supports importing a wide range of data types, including loans, terms, transactions, data tables, funding sources, and more. you can import data by either uploading a .csv file or using the built in copy paste functionality available in the platform. When configuring a fee, you’ll now see a tooltip explaining what to expect from the system for each calculation method making it easier to choose the right setup and understand the output. you can now bulk import funding entities using the new import funding entities flow. Funding sources now support both debt buy and debt sell in a single view. you can access full transaction details from either side no need to navigate specifically to the seller. a new tooltip explains the difference between the commitment amount and the percentage sold, improving transparency.
Importing Transactions Hypercore Help Center When configuring a fee, you’ll now see a tooltip explaining what to expect from the system for each calculation method making it easier to choose the right setup and understand the output. you can now bulk import funding entities using the new import funding entities flow. Funding sources now support both debt buy and debt sell in a single view. you can access full transaction details from either side no need to navigate specifically to the seller. a new tooltip explains the difference between the commitment amount and the percentage sold, improving transparency. What can we help you find?. By importing transactions to synerise, you can prepare analyses of transactions. the output of the import is transaction.charge events generated on the profile cards of customers indicated in the imported file. In addition to automatic bank feeds, you can manually import bank transactions from csv files. this is useful when bank feeds aren't available or for historical data. After following these step by step instructions, you will be able to confidently import your banking transactions—even without direct online integration—and set up reusable import templates tailored to your bank's export format.
Importing Transactions Hypercore Help Center What can we help you find?. By importing transactions to synerise, you can prepare analyses of transactions. the output of the import is transaction.charge events generated on the profile cards of customers indicated in the imported file. In addition to automatic bank feeds, you can manually import bank transactions from csv files. this is useful when bank feeds aren't available or for historical data. After following these step by step instructions, you will be able to confidently import your banking transactions—even without direct online integration—and set up reusable import templates tailored to your bank's export format.
Importing Bank Transactions Community In addition to automatic bank feeds, you can manually import bank transactions from csv files. this is useful when bank feeds aren't available or for historical data. After following these step by step instructions, you will be able to confidently import your banking transactions—even without direct online integration—and set up reusable import templates tailored to your bank's export format.
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