Data Import: Property Owners that belong to an association

Before adding the property units that make up your association, you'll want to import a list of Property Owners into ManageCasa in bulk via the bulk contact upload. This will allow you to successfully create properties and assign them to your Association.

To import Property Owners into ManageCasa:

1. Navigate to Manage --> Bulk Upload

2. Select Contacts from the list of Data Types.

3. Complete the spreadsheet, specifying "Property Owner" as your contact type.

4. Drag the completed spreadsheet into the application or click the upload button to the box and select 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. If all the data passes, then it will be loaded and available within a very short time.

You will now be able to assign these owners to their respective property units within your association by utilizing the Associations tab on the left sidebar.