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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 one place. To understand how to do so please follow the steps below:  
 

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

ValueLink Home Orders Create Order Search Orders AVM Insights evisions Accounts Admin Appraisal (1124) Search BPO (0) Due Today Category Client Vendor Reviewer Q 0 Open Orders 1140 @ Order Trends Created Assigned 0 12AM 4AM Al 3 6AM Manage Bid Requests Import Orders Order Calendar Pending Payment Flagged Orders 90 Rush Orders 81 Create New Order • o O Top Valdors Vendors DEF Appraiser Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser Order Statistics Active Late Reviewed Completed SAM IOAM 12PM Cancelled Activities Followup 33 143 27 22 19 19 18 18 14 Past Due Date 845 @ Order Comments Order 648 428 384 2PM 4PM 6PM 18 BPM 1 oPM 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

2. On the Import Orders interface you will first need to select the Order Group Type and the Order Type. 

IMPORT ORDERS INSTRUCTIONS: 1) File must be a valid Conna Separated Value (CSV) file with a _CSV extension 2) Colurm names should be exactly as per the template file 3) Click "Choose File to select and upload file to import the data. Order Type Group — Select One - — Select One - Appraisal Order Type — Select One - D Import Supporting Docume BPO Upload Document: Cancel NO file chosen See Sample Actions Powered ValueLink Software IMPORT ORDERS INSTRUCTIONS: 1) File must be a valid Conna Separated Value (CSV) file with a _CSV extension 2) Colurm names should be exactly as per the template file 3) Click "Choose File to select and upload file to import the data. Order Type Group Appraisal Order Type D Import Supporting Documents for the orders using a Cloud storage@ — Select One - - Select One - Commercial Appraisal Residential Appraisal Upload Document: NO file chosen See Sample Cancel Actions Powered ValueLink Software

 

3. Once the order type group and the order type have been selected you can if you have the valid format of the order form upload the files by clicking Choose File and uploading the Excel CSV. File, but if a template is required you can click the See Sample button to download a sample of the details required to upload the data. 

IMPORT ORDERS INSTRUCTIONS: 1) File must be a valid Conna Separated Value (CSV) file with a _CSV extension 2) Colurm names should be exactly as per the template file 3) Click "Choose File to select and upload file to import the data. Order Type Group Appraisal Order Type — Select One - D Import Supporting Documents for the orders using a Cloud storage@ Upload Document: NO file chosen See Sample Cancel Actions Powered By ValueLink Software

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

Templet Order Fields  System Order from Fields 
Client displayed on report  Wholesale Lender 
Ordered For  Ordered by 
Notify Processors  Loan Processors 
Notify other processor(Email)  Addl. Processor/Assistant 
Realtor/Other's  Other Contact details 

 

4. Once all the fields are filled click on Choose File and upload the CSV. File. 

IMPORT ORDERS INSTRUCTIONS: 1) File must be a valid Conna Separated Value (CSV) file with a _CSV extension 2) Colurm names should be exactly as per the template file 3) Click "Choose File to select and upload file to import the data. Order Type Group Appraisal Order Type — Select One - D Import Supporting Documents for the orders using a Cloud storage@ Upload Document: Upload (2).csv Cancel See Sample Actions Powered By ValueLink Software

If all the fields and fill are accurate you should be redirected to the screen where you can choose to either Edit, Delete, and Import these Orders  

IMPORT APPRAISAL ORDERS 1 order(s) were found. All the order details are successfully validated. Click 'Import these Orders' to start the Import Process. Order Detail 5610 RichmondHoustonTX 77056 Borrower. John Smith Import these orders Client Matthew Lender Ordered By Ben Dover Dates created on: 5,'2'2023 1 AM Due Date: 12/15/2023 Type 1004 Conventional Edit Delete Warnings Cancel Import Powered By. ValueLink Software

 

5. Once content with the order details click the green Import these orders IMPORT APPRAISAL ORDERS 1 order(s) were found. All the order details are successfully validated. Click 'Import these Orders' to start the Import Process. Order Detail 5610 RichmondHoustonTX 77056 Borrower. John Smith Import these orders Client Matthew Lender Ordered By Ben Dover Dates created on: 5,'2'2023 1 AM Due Date: 12/15/2023 Type 1004 Conventional Edit Delete Warnings Cancel Import Powered By. ValueLink Software

Once successful the following notification will be received. 

The orders were successfully imported into the system

 

 

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