Importing Account Cost Centers

The Account Costs Centers are Not Required.  The Account Cost Centers import process offers you the ability to import your account level costs centers, like Location, Department, etc.  that may be associated with each lease general ledger account and included in your journal entries.   If you intend on using the Cost Center feature within you lease accounting, you will need to import this data.

We will not go into the step by step instructions in this tutorial.  All imports are generally the same process which you can find in the step by step guidance on adding your lease data. 

Import Order	Level	Data Fields	Required /Optional	Comment
2	Account	Cost Centers	Optional

 

Importing Account Cost Center data

Click on the Account Cost Center icon on the Dashboard to begin the import process

Click on the Export Template to create an "iLeasePro Smart Template" for the Property Import to enter the properties within your lease portfolio.  We call these templates "Smart" because they pre-populated with key iLeasePro data that you can select in a dropdown.  

The cost center excel template will be downloaded onto your desktop.  Open the template and add your lease data to the template. Highlighted fields are required. Click here for the details on the Cost Center Data Descriptions and Dropdown selectors.

Note: You cannot simply cut and paste from one worksheet into the iLeasePro Smart Template because this will over write the dropdown selections.  The dropdown selectors provide iLeasePro with the key index value of the selected field.  But any field value that does not have a dropdown can be cut/pasted from another worksheet.

Once the template has been downloaded, save the completed template to your desktop.  Record the location so that you can easily upload the file in the next step. 

Click on the Import icon and either drag the import template file onto the page or select "Browse for file" to upload the excel template

Once the template is imported, the data will be displayed for verification. Review all pages and fix any errors that may have been found.  Click "Save" to start the import process.

Click "Yes" to continue or "Cancel" to stop the import process.

The import process will begin and you when completed the import data will be updated with the actual number of rows that have been imported.

To verify the imported Account Cost Centers

In iLeasePro, go to Admin>Cost Center

Select the Account Cost Center you would like to review and the data will be displayed

You can also view the imported Cost Center data on the Account Cost Centers Listing Report.