Import Data into ManageCasa

Loading new or historic data has never been easier than with ManageCasa's bulk upload features. We have added advanced heuristics to read and understand your data to find and create the necessary relationships in your data for you. The Artificial Intelligence in our software will make loading your data easy and fast.

In this article, you will learn how to:

1. Prepare data for import using our custom templates

2. Upload data into ManageCasa

1. Prepare Data for Import

To begin the process of uploading your data, navigate to Manage --> Bulk Upload.

Based on your privilege levels we will present you with a list of options of what you types of data you can upload into the system. The system will automatically determine whether you have already uploaded the data and simply want to update it, or if you want to create a new entry altogether.

Note: We recommend bulk uploading your contacts first, and subsequently uploading your properties and other data types.

We provide handy templates to fill out using Excel. These templates include error checking and dropdown lists to make it easy to enter the data.

2. Upload data into ManageCasa

Once you have compiled all of your data into the spreadsheet, simply drag it into the application or click the upload button to the box and select import. If there are any errors we will send back the spreadsheet with the errors highlighted in yellow. If all the data passes, then it will be loaded and available within a very short time.