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NoteLedger

Madison Management — file import

Upload Madison CSV exports manually.

NoteLedger accepts two CSV formats exported from the Madison Management investor portal: a loan-list file that captures a point-in-time snapshot of your portfolio, and a loan-history file that contains the transaction history for a single loan. You can import either format at any time — no API key required.

  1. Export the file from the Madison portal

    Log in to the Madison Management investor portal and navigate to either your portfolio overview (to download a loan-list CSV) or an individual loan's payment history page (to download a loan-history CSV).

    Use your browser's download or export button to save the file to your computer. Do not rename or re-save the file in a spreadsheet application before uploading — doing so can alter the column headers that NoteLedger uses to detect the file type.

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    The Madison Management investor portal showing the export or download button for a loan-list or loan-history CSV
    public/docs/screenshots/servicers-madison-file-import/01-madison-portal-export.png

  2. Navigate to Servicers

    In NoteLedger, click your account name or avatar in the top-right user menu, then click Servicers in the dropdown. You will land on the Servicers page, which lists every servicer integration available in your account.

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    The NoteLedger Servicers page showing servicer cards including Madison Management
    public/docs/screenshots/servicers-madison-file-import/02-servicers-page.png

  3. Open the Madison Management card

    On the Servicers page, find the card labeled Madison Management and click anywhere on it to open the Madison Management detail page.

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    The Madison Management servicer card on the Servicers page
    public/docs/screenshots/servicers-madison-file-import/03-madison-card.png

  4. Click Import File

    On the Madison Management detail page, look at the top-right area of the page header. Click the Import File button. The page switches to the Upload Import File panel.

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    The Madison Management detail page with the Import File button highlighted in the top-right corner
    public/docs/screenshots/servicers-madison-file-import/04-import-file-button.png

  5. Select an Import Category and drop the file

    The Upload Import File panel has an Import Category row with the following choices: Auto Detect, Notes, Payments, Loan Costs, and Memos. Leave it set to Auto Detect unless you know NoteLedger is misidentifying your file — with Auto Detect selected, NoteLedger reads the file headers and first line to determine the correct category.

    Drag your CSV file onto the file-drop zone, or click inside the zone to open a file picker and select the file.

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    The Upload Import File panel showing the Import Category buttons and the file-drop zone
    public/docs/screenshots/servicers-madison-file-import/05-upload-panel.png

  6. Review the Import Preview

    After the file uploads, NoteLedger parses it and opens the Import Preview panel. A blue banner at the top of the panel confirms the auto-detected category, for example: "Detected as: Notes import."

    Each row in the preview table has an Action dropdown with three options:

    • Create — a new record will be created for this row.
    • Update — an existing record that matched this row will be updated.
    • Skip — this row will be ignored during the commit.

    NoteLedger pre-fills the action based on whether it found a matching record in your account. You can change any row's action before committing. Use the bulk action buttons above the table to set all rows to the same action at once.

    For loan-list imports, NoteLedger also displays a Detected Entity banner showing which of your holding entities it matched from the filename. Confirm the entity is correct or use the dropdown to choose a different one.

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    The Import Preview panel showing the auto-detected category banner, the preview table with Action dropdowns, and the Detected Entity banner
    public/docs/screenshots/servicers-madison-file-import/06-import-preview.png

  7. Click Commit Import

    When you are satisfied with the row actions, click the Commit Import button in the top-right of the Import Preview panel. A progress indicator appears while NoteLedger writes the records.

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    The Import Preview panel with the Commit Import button highlighted
    public/docs/screenshots/servicers-madison-file-import/07-commit-import-button.png

  8. Review the Import Results

    When the commit finishes, the page shows the Import Results panel with five summary tiles: Total, Created, Updated, Skipped, and Errors. A status badge in the top-right of the panel reads Completed (green), Partial (yellow), or Failed (red).

    If there are any errors, an Error Details section appears below the summary tiles listing the row number and error message for each failure. Rows that errored are not saved — correct the source file and re-upload if needed.

    Click Done to dismiss the results and return to the Madison Management detail page. Your import is also recorded in the Import History table at the bottom of the page for future reference.

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    The Import Results panel showing the Total, Created, Updated, Skipped, and Errors tiles with a Completed status badge
    public/docs/screenshots/servicers-madison-file-import/08-import-results.png