Uploading Property Management Terms: Overview

If you have a list of all of the existing terms for your properties under management, you can import that list into ManageCasa in bulk via the bulk property management terms upload rather than manually adding each property management agreement separately.

Note: It is critical you import a list of your contacts before importing your property management terms.

To import property management terms into ManageCasa:

1. Go to Manage → Bulk Upload

2. Select Leases from the list of Data Types.

3. Once you've selected the data type, you can download the template. Complete the spreadsheet, entering all of the details about your property management terms.

For Property Management Terms, you will at a minimum need to provide a:

• Contract Number
• Owner
• Property
• Start Date
• End Date
• Termination Period
• Management Fee Type
• Compensation Amount

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.