The Import FormMaster+ feature allows you to import existing TSoft FM+ loan information into
TSoftPlus. You can then create new transactions for borrowers in TSoftPlus without having to
re-enter the party information. The import process utilizes the TSoft FM+ Export XML file and
the information available in that file. It includes Applicant and Principal information and
some loan information. To review the detailed information available in the TSoft FM+ exported
XML file, consult TSoft FM+ Help and review the Data Exchange Map. More detail can be found in
the Importing Data From a TSoft FormMaster+ File topic in this guide.
The following table describes the features of the Import FormMaster+ screen.
| Feature | Description |
|---|---|
| Organization | Allows you to select the organization to which the imported data will be associated. Only organizations that you are associated with are provided as options. |
| Jurisdiction | Allows you to select the state of jurisdiction for the imported data. This feature defaults to the address state for the selected Organization. |
| Program | Allows you to select the type of program for the imported data. Options include the policies that are configured for the selected Organization. |
| Selection | Allows you to import the party information as well as the transaction data, or the party information only. The default selection is Party(s) and Transaction. |
| Selected File(s) | Displays the files currently selected to import, as well as the status of the active import. Clicking the arrow expands and contracts the list to display or hide the files. |