Finmo allows you to import your past deals from Expert/Filogix by CSV file. This means any past deals you had in Expert will now be moved into Finmo and easily accessible. You can follow the steps below to take advantage of this time-saving feature. Imported applications are marked as "import" to ensure the source is clear and not to cause confusion with other inbound applications. The first step is downloading your deals in Filogix. The rest is simple :)
How to download your deals into a CSV file from Filogix
NOTE: Ensure that the number of deals in the CSV is at most 3,000. This is the maximum number of deals to upload at one time. If your file size is greater, create a copy of the spreadsheet with the header row, then cut and paste the extra deals into the new CSV copied spreadsheet. You will then have two or more files to upload.
How to upload a CSV file from Filogix into Finmo
1. Click on your picture or initials on the bottom left of the screen and select "Your account."
2. Select "Deal import" from the menu.
3. Click on "Import deals"
4. A pop-up will open, asking you to select the CSV file you wish to import. You can drag and drop the file, click "Choose file," select the file from a folder to upload, and click "Continue with Import."
5. If you choose, you can check off the box to have the deals imported and put into "Archived" deals instead of your deal dashboard.
IMPORTANT: Please don't change the CSV headers. You may enter information in the individual fields if formatted correctly, but the headers must remain the same.
6. Your file will now be imported into Finmo. It may take some time to import if it's a large file (3,000 deals or less). You will receive a notification from Finmo when the upload is complete.
NOTE: If you are an "Organization Admin" on Finmo Control Centre, you must choose which team to import the file to.
Note: Imported deals may not contain full application data. Learn how to sync data from Expert in an imported deal
How to locate imported deals in Finmo
1. On your deal dashboard, you can filter on "Imported" deals to locate them. If you've archived them, filter on both "Archived deals" and "Imported deals".
2. Your deals will then be displayed. Should an uploaded archived client return for mortgage financing, click on the "Application ID" and click "Copy deal."
💡 Tip: You must copy a deal that was uploaded to be able to submit it because it has to be submitted with the corresponding Finmo Application ID. For example, an uploaded deal could be ABCD-123456. When you copy this deal, it will then create a unique Application ID for Finmo, such as ABCD-F654321.
FAQ's
Can I import deals from Boss?
No, this solution is ultimately (exclusively) available using the bulk import via the downloadable CSV from Expert & Scarlett only.
Can I import deals from Velocity?
Potentially, there may be a solution. Please get in touch with CS and they will assist you.
Can I re-import the deal to update it once it has already been uploaded?
No, once a deal has been uploaded, the system will not allow it to be uploaded again.
Can I export my data in Finmo into a CSV format?
No, this tool is only an importer. If you want to connect Finmo to another CRM, check out our Zapier integration or webhooks.
How do I submit an imported deal?
The best practice for imported deals is to copy them before working on repeat business. Imported deals will not be allowed to be submitted, so copy the deal and use that new deal to submit.
The CSV file I have is not uploading. How do I download from Filogix?
Make sure the CSV was directly exported from Filogix. If you are still unable to import the CSV, then contact CS to report an issue by clicking on the chat bubble.
Additional Resources
For more information on webhooks, please click on the chat button.
Should you have any questions, please click on the chat button or email support@finmo.ca