Skip to content
  • There are no suggestions because the search field is empty.

LMG Data Import Process

Easily import your Settled Loans and Trail Commission Files into Sherlok. Simply upload your exported data from MyCRM, verify it meets Sherlok’s requirements, and submit it for validation. Data imports are typically completed within 24 to 48 hours, although the process may vary depending on file accuracy.

Introduction: 

At Sherlok, we’re committed to helping you streamline your repricing process. Typically, this data import captures around 20-40% of the essential client data needed for repricing. The completeness of this process often depends on the quality of your data. While it may not be possible to import everything automatically, we offer several options to fill any gaps, ensuring your repricing efforts are as effective as possible.  

Ready to Import Your Data? Here’s How to Get Started 

  1. Log in to Sherlok
    Begin by logging into your Sherlok account.
  2. Navigate to Import Data
    On the left-side panel, click on Import Data. 
  3. Export Files from MyCRM

    * You'll see two buttons: Settled Loans Export and Trail Commission Files. Ensure you have these exports ready from MyCRM.

    * Click on each button to upload the corresponding files. 

    Note: A green checkmark will appear if the file meets Sherlok's requirements, indicating success. Sherlok will also display an error message with the missing columns if there are any issues. Update your file with the required columns and re-upload.
  4. Submit for Validation
    Once the files are successfully uploaded, click Submit to validate your data. Sherlok will begin processing, and data will be fully imported within 24-48 hours. 

Need Help? 

Want to see how it's done? Watch the guide video below for step-by-step instructions.