Loading new or historic data into your ManageCasa account has never been easier than with our bulk upload feature. We have added advanced heuristics to read and understand your data, as well as to identify and create the necessary relationships in your data to drive success.
The artificial intelligence in our software will make loading your data easy and fast. To get started, navigate to the Manage tab in the left navbar and select Bulk Upload.
First you will need to select what type of data you will be uploading. Based on your account's privilege level we will present you with a list of options of what you can upload into the system. The upload will automatically determine whether you have already uploaded this data and want to update it, OR whether you want to create a new data entry altogether.
We provide handy templates to fill out using excel -- you can download these here in step two. Our templates have pre-built error checking and dropdown lists to make it easy to enter your data.
For a deeper dive into each of the data types you can import, please refer to the following articles:
- Associations and Units
- Association Property Owners
- Rental Properties and Leases
- Tenants and Leases
- Rental Property Owners
- Property Management Terms
- Accounting Transactions
- Payments, Checks and Deposits
Once you've completed the template, click the upload button or drag your spreadsheet into the box in section three and click import.
If there are any errors we will send back the spreadsheet with the errors highlighted in yellow. If all the data passes it will be loaded and available for use shortly.
Please sign in to leave a comment.