Import Template Guideline

This guide explains how to download and complete the Onsite import template.

Downloading the template

1. From the left menu bar, navigate to Site Settings and select Import.
2. Download the import template.
3. Ensure the file format of the template is .xlsx.

People Type values

Use the following values in the People Type column:

• agent - Property Manager
• ownerOccupier - Owner Occupier
• ownerInvestor - Owner Investor
• tenant - Tenant

Notes

• The phone and email fields only allow a single value per person.
• All fields are optional except the unit number for owners/tenants.
• Multiple people can be assigned to the same unit.
• The unit label is the apartment number, and must match the unit column on the People tab.
• The unit title field is the optional lot number.

Sample import template sheets

People

Units

Assets

Contractors