How to Import Orders

The ValueLink system offers you the ability to import your orders in the system so you can manage and keep track of all orders in once place. To understand how to do so please follow the steps below:    
  

1. From the Dashboard click/select Orders followed by Import Orders.  

 

2. If you have the valid format of the order form upload the files by clicking Choose File and uploading the .csv file. In case a template is required you can click the See Sample button to download a sample of the details required to upload the data. Please note that the system only allows a maximum of 200 orders to be imported at a time. The screen no longer supports the order type group and order type selection; these two fields will be automatically determined by the product of the order. 

 

Below is a list of the order fields in the order CSV and their corresponding fields in the system order forms:  

Template Order Fields	System Order from Fields	Required
Due Date	Due Date	Yes
Client	Client	Yes
Client displayed on report	Wholesale Lender	No
Ordered For	Ordered by	Yes (Order Form Required Setting)
Transaction Type	Transaction Type	Yes
Appraisal Form	Product	Yes
Notify Processors	Loan Processors	No
Notify other processor (Email)	Additional Client Email	No
Loan #	Loan Number	Yes (Order Form Required Setting)
FHA Case Number	FHA/USDA Case Number	No
Loan Type	Loan Type	No
Loan Amount	Loan Amount	No
Reference #	Tracking Number	No
Vendor File Number	Vendor File Number	No
Address 1	Property Address	Yes
City	Property City	Yes
State	Property State	Yes
County	County is identified by the system based on the Zip	No
Zip	Property Zip	Yes
Property Type	Property Type	No
Occupancy	Occupancy Type	No
Borrower's First Name	Borrower Name	Yes (Order Form Required Setting)
Borrower's Last Name	Borrower Name	Yes (Order Form Required Setting)
Borrower's Home #	Borrower Phone	No
Borrower's Work #	Borrower Work Phone	No
Borrower's Cell #	Borrower Cell Phone	No
Borrower's Email	Borrower Email	Yes (Order Form Required Setting)
Realtor/Other's First Name	Contact Name	No
Realtor/Other's Middle Name	The field is not used	No
Realtor/Other's Last Name	Contact Name	No
Realtor/Other's Home #	Contact Phone	No
Realtor/Other's Work #	Contact Phone	No
Realtor/Other's Cell #	Contact Phone	No
Realtor/Other's Email	Contact Email	No
Agent First Name	Agent Name	No
Agent Last Name	Agent Name	No
Agent Home #	Agent Phone	No
Agent Work #	Agent Work Phone	No
Agent Cell #	Agent Cell Phone	No
Agent Email	Agent Email	No
Best Person to Contact	Contact Person   Acceptable Value (Borrower/Agent/Other)	No
Additional Comments/Instructions	Client Comments	No
Rush	Priority	No
Vendor ID	Assigned To Vendor	No
Original Appraised Value	Original Appraised Value	Yes (Non-Appraisal Order Form Required Setting)
Original Appraisal Date	Original Appraisal Date	Yes (Non-Appraisal Order Form Required Setting)
Property ID	Property ID	Yes (Non-Appraisal Order Form Required Setting)
Project Name	Project Name	Yes (Non-Appraisal Order Form Required Setting)
Assigned To Staff User	Account Representative 1	No
Assigned To Staff User2	Account Representative 2	No
Assigned To Staff User3	Account Representative 3	No
Additional Item 1	Additional Item 1	No
Additional Item 2	Additional Item 2	No
Additional Item 3	Additional Item 3	No
Property Access Instructions	Property Access Instruction	Yes (Appraisal Order Form Required Setting)
DU Case File ID	DU Case File ID	No

3. Once all the fields are filled, click on Choose File and upload the .csv file.   

 

Given that all the required fields are provided and accurate you should be redirected to the screen where you can choose to either edit, delete, and import these orders.   

4. Once you have verified the order details click the Import these orders option. 

 

Once successful the following notification will be received.