Administration > Import Data


Learn how to import Owner information from Excel when adding a new Association or to update an existing Association. . 


The Excel import feature can be used to import the types of data listed below. 


  • Accounts - Use this for the initial load of owners/units when onboarding a new association


  • Account Contacts - Used to import additional contacts to existing accounts


  • Account Ledgers - Import owner ledgers


  • ARC Plans - Creates current and historical ARC plans for existing accounts


  • Violations - Creates current and historical violations  for existing accounts


  • Vouchers - Imports invoices


  • Work Orders - Creates current and historical work orders for existing accounts


Importing Data


Step 1. Navigate to Administration > Import Data. 


Step 2. Select the correct data type from the dropdown menu.



Step 3. This will open the Available Columns window listing ALL possible data fields for the selected Type. 



Step 4. Create an Excel Spreadsheet with the required fields. 


NOTES


  • Field names in bold are required for import. 


  • Exact field names must be used in the column headers on your spreadsheet.


  • To Download a Template with the necessary Column Headers for import, Click the Download Template icon.


  • See Excel Spreadsheet Troubleshooting below for more help on how to translate the import fields into Excel column headers.


Step 5. Once your spreadsheet is completed, and all data entered, Click on the Add Import button on the right to open the New Import Data window.


 


Step 5. Copy all the data on your spreadsheet, including the column headers and paste it into the window pictured below. 


Step 6. Click the Save button to begin the import process. 


NOTE- Depending on the amount of data, this process may take several minutes. 



Step 7.  Once the Import is complete, you will be alerted with the screen below. 


Step 8. If all information has been imported correctly, there are no further steps. If any errors were reported, see Troubleshooting below to learn how to correct the errors and complete the import process. 



Update Mode


Step 1. Navigate to Administration > Import Data


Step 2. Check the Update Mode box.



Step 3. Select the option from the Choose Entity drop-down menu that matches the type of data to be imported. 



Step 4. - 8.  Follow all the remaining steps per the above instructions for a new Import.

 

Troubleshooting


The import process ensures that validated information is imported. When errors are detected the row is highlighted in RED.  


Exceptions may also include:


  • Incorrect data type (for example, putting a string/text into a date field) 


  • Incorrect column headers name


  • Missing required columns 


  • Hidden characters such as tabs or line breaks. Imported data must consist of plain text characters only.


Errors can be corrected individually by updating the cell and clicking the green checkmark or, if there are a large number of corrections, it may be more efficient to correct the data in Excel and re-import. 


NOTE- If you are still having issues, please follow these steps:


Step1. Open the Excel spreadsheet (.csv format) into Notepad.


Step 2. Find all the line breaks and tabs in the columns and delete them.


Step 3. Save the document (Mark sure to keep the .csv format).


Step 4. Open the document in Excel, then copy and paste into the Import from Excel box.