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Admin
Operator
Merchant
ISO / broker
Syndicator / investor
ISO Rep
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Set up your company
MCA Manager
Dashboard
My Work
Deals
Pipeline
Leads
Renewals
Merchants
ISOs
ISO Reps
Syndicators
Finance
Tasks
Emails
E-Sign
CRM
Funders
Reports
Insights
Investments
Notifications
History
Users
Integrations
Settings
Menu
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Settings
Import / migrate from your old system
Switching to MCA Manager? Export your data from your current platform and bring it in here. Pick your old system for export instructions, upload a CSV, map the columns, preview, then import.
1
Which system are you moving from?
OrgMeter
Underwriting & origination platform (you already export Insights from here).
LENS
deBanked/Centrex servicing & CRM.
Centrex Software
MCA/loan-servicing CRM.
Onyx IQ
Cloud underwriting & servicing.
LendSaaS
ISO/funder CRM.
MCA Suite
Deal & syndication tracking.
Cloudsquare / Fundingo (Salesforce)
Salesforce-based MCA apps - export via Reports.
Other / Generic CSV
Any other system, or a spreadsheet you maintain by hand.