Import Your Velocity CSV into Ownwell (Preview & Upload Guide)

Once you’ve exported your data from Velocity, the next step is to upload that file into Ownwell and import your clients.

Ownwell will show you a preview of your data before anything is imported. This lets you review the file, check for issues, and choose which clients to include.

Before starting, make sure you have your Velocity CSV export file ready.

This process will upload that file into Ownwell so you can review and import your clients.

During the import, you’ll have a chance to:

You don’t need to perfect everything before importing. In most cases, it’s best to import what you can, then fix or review anything flagged afterward.

Once imported, each client’s first report is scheduled to send 7 days after import, as long as there are no Issues on the file.

This video shows how to upload your CSV file, review your clients, handle errors and warnings, and complete the import.

Follow the steps below to upload your Velocity CSV, review the preview, and choose which clients to import.

The screenshots show what you'll see and where to click. Pay closest attention to the review screen, where Ownwell flags any errors or warnings before the import is completed.

From your Clients dashboard:

→ Click “Add client”
→ Click the dropdown beside it
→ Click “Import clients”

→ Select “Velocity CSV”
→ Click “Continue”

→ Upload your CSV file (drag and drop or click to browse)
→ Confirm the file is attached
→ Click “Continue”

After uploading, you’ll see a preview of your file.

This screen shows:

Errors prevent a client from being imported.

Common causes:

You can:

Warnings do not block import. They indicate something may need review later.

Example:

You can include or skip these clients, or download them, edit, and re-import later.

→ Review the list
→ Uncheck any clients you want to skip

Only selected clients will be imported.

At the bottom of the screen, you’ll see:

Use this to confirm you have enough capacity before continuing.

→ Click “Start import”

Once you click this, Ownwell will begin processing your selected clients. You’ll see a progress bar as the import runs. When it’s complete, you’ll be taken to a summary screen showing what was imported, what was skipped, and any warnings.

You’ll see a confirmation screen showing:

To review what was just added:

→ Go to Clients
→ Use the Recently Added filter

Or go directly here: View Recently Added Clients

Once your import is complete, your clients will appear in Pending status in your dashboard.

Use the Recently Added filter to review them and confirm the data looks correct.

Each client’s first report is sent 7 days after import, as long as there are no Issues on the file.

If there are issues (for example, missing lender or invalid address), the report will be paused until they are resolved or dismissed.

After the first send, reports continue automatically each month.

Clients with errors are not imported. These are usually duplicates or missing required data. You can download the error file, fix those records, and import them again later.

In most cases, yes.

Warnings usually indicate something to review later (for example, an unrecognized lender), not that the data is unusable.

Yes. You can import now and resolve issues inside Ownwell afterward, or correct the data and re-import those clients later.

Use the Recently Added filter in your Clients view to review new clients and confirm their details.