Importing Private Loan Files

To import private loan files, complete the following steps:

  1. Select Import/Export in the top navigation bar to open the Import/Export menu along the left side of the page.
  2. Expand the Private Loans option in the left navigation menu and select Import.
  1. Select Import Files in the Private Loans Import header.
  2. Select the File Type you're importing: Disbursement Roster or Response
  3. If the file you need is not already there, select the Upload upload button icon and navigate to the local copies of the appropriate private loan files to select them for upload. A message is displayed in the upper right portion of the page indicating that the file upload has started. When the process completes the files will become available to select.
    Tip: While you can choose to only upload a single file at a time, you can also multi-select files to process by using your keyboard. If you wish to select multiple files that are listed next to one another, hold shift and select the first and last file from the list. If you wish to select multiple files not listed beside one another, hold the control key and select your desired files.

The Private Loans Import window is closed and a message displayed in the upper right portion of the page indicating that the private loan import process has started. You are welcome to remain on this page while the file imports or you can navigate to other areas of the system. Another message is displayed once the private loan import process has finished regardless of where you are in the system. Once this message appears the associated result report is available to review on the Private Loans Import Dashboard.