Importing Account Contacts

The Account Contacts import process offers you the ability to import your account level contacts, like Lessor, Property Manager, etc.  that may be associated with each lease.  

Import Order	Level	Data Fields	Required /Optional	Comment
3	Account	Contacts	Required

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. 

Importing Account Contacts data

Click on the Account Contacts icon on the Dashboard to begin the import process

Click on the Export Template to create an "iLeasePro Smart Template" for the Contacts Import to enter the contacts 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 contact 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 Contact Data Descriptions and Dropdown selectors.

Note: There are no dropdown selectors for this data template.  You can simply cut and paste the key data from one worksheet into the iLeasePro Smart Template.  

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 Contacts

In iLeasePro, go to the sidebar menu link for Contacts

The imported Account Contacts data will be displayed

You can also view the imported Account Contacts data on the Account Contacts Listing Report.