Skip to content
English - Australia
More support Customer portal
Contact us
  • There are no suggestions because the search field is empty.

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 are included.

    • Add main contact number and email address if available.

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

    • Contractor 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 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 has to be added 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.

    • 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.

    • Keep end date empty for schedules that never expire.

    • 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 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.

    • Update dates as needed for budget allocation against invoices.

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