# Importing Data From a TSoft FormMaster+ XML File

Important: When importing transaction data, you can only import similar types (Organization, Jurisdiction and Program). You cannot import combined types simultaneously. The XML files you will be importing should be organized by type before beginning the import process.
Note: For default settings, refer to Import FormMaster+ Screen.

To import party and transaction data from TSoft Formaster+ XML files into TSoftPlus:

1. From the TSoftPlus submenu, select Import FormMaster+ under the System heading. The Import FormMaster+ screen is displayed.
   Make sure you are on the Import FormMaster+ screen.
2. From the Organization list, select an Organization.
   Note: The Organization list is populated only with those organizations to which you are provided access within your user configuration. Imported data will be associated with this organization
3. From the Jurisdiction list, select the state of jurisdiction that applies to the transaction being imported. This defaults to the address state for the selected Organization.
4. From the Program list, select the program type to assign to the transaction. The available policy options are dictated by the selected Organization.
5. From the Selection options, select the types of information you want to import, parties only or parties and transactions.
6. Click BROWSE to locate and select one or more XML files to import. Multiple files can be selected from the same folder by using the Ctrl+Click method.
   The Selected Files list is populated with your selection.
7. Click IMPORT to import the selected files into TSoftPlus.
   Note:
   - Lender and Packager information is included in the TSoft FM+ exported XML file but is not used when importing the transaction into TSoftPlus. Instead, this information is set in the transaction using the TSoftPlus data associated to the Organization selected during the Import process.
   - If the transaction is a 504 program, only the Private Lender Loan Information is imported. Debenture Pricing Loan Information is not available in the TSoft Export XML File.
   - If the applicant Business Structure for a given transaction in TSoft FM+ is either Sole Proprietorship or not specified, then:
     - If no principals are specified, the transaction will not import.
     - If only one principal is specified, the principal is created as an Individual Party and added as the borrower to the transaction.
     - If more than one principal exists, each principal is created as an Individual Party and all are added as borrowers to the transactions.
   - If the applicant Business Structure for a given applicant is an Entity, then:
     - An Entity party is created using the applicant information.
     - Individual parties are created for each principal.
     - Each principal is assigned to the new Entity party as a Related Party.