Understanding the Data Import Templates

Contractor Data Import (Time 0:50):

• Ensure mandatory fields like industry/category, company name, and email address, main contact, contact number and contact email are included.

• The contact details can overlap with the company details if you only have one contact. 

• Use company name or generic name if individual contact is not available for the contact information.

• Contractor contact information is important in order to create cases to send out quote requests, work orders as well as setting up maintenance schedules.

Asset Data Import (Time 3:14):

• Include mandatory fields such as categories and asset names.

• Consider creating nest under (subcategories) for assets for better organisation.

• Link assets to contractors by ensuring contractor import is completed first and the company name match.

• Upload warranty information and documents has to be added manually to the asset after the import has been completed. 

Maintenance Schedule Data Import (Time 5:59)

• Include mandatory fields like start date, frequency, contractor, and subject.

• Keep end date empty for schedules that never expire.
  
  
• All date fields need to be setup as text and formatted as DD/MM/YYYY. 
  
  

• Ensure unique subjects as the import won't allow the same Subject across multiple maintenance schedules.  

• Link contractors and assets to a maintenance schedule ensure those imports have been completed prior and the contractor and asset names match. 

• Set up email notifications for contractors if needed.

• Upload documents like service agreements after the import has been completed. 

Resident Data Import (Time 8:25):

• Minimum requirement is apartment number.

• Include additional information like first name, last name, and resident type (tenant/owner).

• Format mobile numbers and phone numbers as text for import to work.

• Add extra details include owner investor, managing agent, notes on apartment, car registration, pet information, and contact details if available.

Budget Data Import:

• Include budget account codes, names, commencement and expiry dates, and values.

• All date fields need to be setup as text and formatted as DD/MM/YYYY. 
  
  

• Update dates as needed for budget allocation against invoices.

• Description field is optional but can be included for additional information.