Uploading Contacts: Overview

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. 

Steps to Upload Contacts in Bulk

1. From the left menu, go to More Features, then Bulk Upload.
2. From the list of data types, select Contacts.
3. Download the template and fill it out.
   • For detailed instructions, see our guide on filling out the Contact Template and check our Uploading Contacts FAQs for common questions and tips.
4. Once the template is complete, drag the file into the upload box or click Browse and select your file.
5. Click Import to upload.

What Happens After Uploading

The system will validate your file and:

• If everything is correct, your data will be imported and you’ll receive a successful upload email notification.
• If there are errors, you’ll receive an email with an error file attached. Open the error file and scroll to the rightmost column to see the specific error messages for each line item.
  • NOTE: Do not edit the error file directly. Make corrections on your original file, then re-upload.