If you have a list of all of the existing leases for your properties under management, you can import that list into ManageCasa in bulk via the bulk lease upload rather than manually adding each lease separately.
Note: It is critical you import a list of your contacts (tenants) and properties first before importing your leases.
To import leases into ManageCasa:
1. Navigate to Manage --> Bulk Upload
2. Select Leases from the list of Data Types.
3. Import your data into the spreadsheet, making sure to complete every field marked as required.
For Leases, you will at a minimum need to provide a:
- Lease Number: unique identifier that you would like to create for each lease. This can include any alphanumeric combination of characters. There is no specific formatting that you need to adhere to, but we recommend using a system that helps you organize your leases. (For example ‘Lease_Apr23toMarch24_123Market’)
- Lease Date: the date that the lease was created in your ManageCasa account. This is for recording purposes only and will not affect the terms of your lease.
- Tenant: you can either enter their full name or their email. It is important to note that these tenants must already exist as contacts in your ManageCasa account prior to the lease upload. This means that you should either do a separate upload for these tenant users with our Contact upload spreadsheet, or you can add them manually in the Contacts section of the application.
- Property: data should match the address of the property you are creating for the lease. (Note: It is important that the properties have already been created before you upload the lease file).
- Unit (if multi-unit building)
- Occupants: occupants for the current lease. You can either enter their full name or their email. They will not be charged for anything regarding the lease. Similar to the tenants, these occupants must already exist as contacts in your ManageCasa account prior to the lease upload.
- Lease term (fixed or month-to-month)
- Commencement Date (fixed term or month-to-month term)
- End Date (only for fixed term)
- Month to Month on Expiration: Once the lease expires, if you would like the lease to convert to month-to-month, mark "Yes" in the dropdown menu. If you would like the lease to terminate on the end date, mark "No".
- Termination Period: how many days you give your tenants to move out if you terminate the lease early
- Rent Amount
- First Due Date
- Posting Days
- Late Fee Information
4. Once complete, 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.