Before adding property units that make up your association, we recommend you to import your contacts first into ManageCasa via the bulk upload. In this article, we'll guide you how to bulk upload your property owners, tenants/renters, as well as vendors you regularly work with.
1. Go to Manage → Bulk Upload
2. Select "Contacts" from the list of Data Types
3. Once you've selected the data type, you can download the template. In Column A of the template, specify the contact type you want to import by selecting from the dropdown.
4. After you've filled out the template, either drag it into the upload box or click 'Browse,' choose the template file, and then click 'Import'.
ManageCasa will validate the file, and if there are any errors they will appear in yellow. You can click on the error message to view a report that indicates exactly what errors occurred so you can go and make any necessary updates to the template.
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