> For the complete documentation index, see [llms.txt](https://docs.scaleconnect.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.scaleconnect.com.au/articles/product-updates/what-shipped-in-september-2026.md).

# September 2026: loan book import updates

{% @scale-docs-page-title/page-title title="September 2026: loan book import updates" %}

{% hint style="info" %}
September's import work introduced a four-step workflow and MyCRM support alongside Salestrekker. Here is how to use those workflows in the current product.
{% endhint %}

*Scale · 19 October 2026 · Product updates*

## One workflow from files to client records

The import follows **Upload → Review & parameters → Import → Done**. Select the supported CRM source, add its original export files, review the records and shared parameters, then start the import.

At the end, check the counts and decide whether to invite clients. Importing records and sending invitations are separate decisions.

[Read the import guide](https://docs.scaleconnect.com.au/scaleconnect-docs/workspace/loan-book-import).

## MyCRM alongside Salestrekker

MyCRM uses the LMG export files and commission statement described in its guide. Salestrekker has its own file requirements. Check the instructions for the source you use before preparing an upload.

* [MyCRM import](https://docs.scaleconnect.com.au/scaleconnect-docs/workspace/loan-book-import/mycrm)
* [Salestrekker import](https://docs.scaleconnect.com.au/scaleconnect-docs/workspace/loan-book-import/salestrekker)

## Review the results

Resolve flagged fields in Data Health and compare representative records against the source. Check different household and loan arrangements; one correct record does not validate the whole upload.

Use [Import History](https://docs.scaleconnect.com.au/scaleconnect-docs/workspace/loan-book-import/import-history) to find an earlier upload, download the original file or review an available undo action.

## What to do next

Before your next import, make a fresh export and confirm which shared parameters should apply. After import, review the client records and choose when to send invitations.

* [Add your clients](https://docs.scaleconnect.com.au/scaleconnect-docs/workspace/add-your-clients)
* [Client records and connected ScaleApp accounts](https://docs.scaleconnect.com.au/scaleconnect-docs/workspace/client-records-and-scaleapp)
* [Release Notes](https://docs.scaleconnect.com.au/release-notes/)

*Product history checked against September's merged import changes and the current deployed code. Workflow guidance checked 19 October 2026.*


---

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