---
title: Understanding the Data Import Templates
description: We provide detailed instructions on how to prepare the import data for MYBOS. It covers the different types of data imports available, such as contractor details, asset information, and resident templates. I highlight mandatory fields, additional details, and the order in which data needs to be imported.
---
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# Understanding the Data Import Templates
## To effectively prepare the data import templates for the MYBOS platform for contractors, assets, maintenance schedules, residents, and budgets.
1. **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.
2. **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.
3. **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.
4. **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.
5. **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.
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