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How to export data from nCino into SecureLend
CSV or nCino ids into Inbox. We do not scrape your core. You push the file.
Export a spreadsheet of live files (legal name, amount, external id). Import CSV or XLSX on Inbox. Headers like borrower and amount map without a template.
Or paste nCino / Salesforce ids. We store what you send. We do not invent revenue.
PDFs go in the picker or a zip. Then Walk this file. Keep nCino as the book if that is the contract.