Importing Transaction Data

Note:
  • To import transaction data into TSoftPlus, you must have one of the following:
    • an existing transaction, or
    • a new transaction where the Organization, Jurisdiction and Product type have been
    • selected
  • You cannot import a TSoftPlus transaction file that originated with a newer version of TSoftPlus.
To import transaction data:
  1. Open an existing transaction in Summary Documents.
  2. Select the IMPORT XML button to browse to XML you wish to import.

  3. Locate and select the file you wish to import and select UPLOAD. A confirmation message indicates the file has been successfully imported.

    Note:
    The Organization information comes from the imported file, not the Organization used to create the transaction. Best Practice Tip: both Lending Institutions and Service Providers should create their Organizations with the exact same information to avoid confusion. New parties are always created for imported transactions.