Importing Lease Details

The Lease data import process offers you the ability to import all of the key lease related data.  A lease row is required for each lease in your portfolio.

Import Order	Level	Data Fields	Required /Optional	Comment
5	Lease	Leases	Required	Only Real Estate Leases

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 Lease data

Click on the Leases 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 Lease import template will be downloaded onto your desktop.  Open the template and add your lease data to the template. Highlighted yellow fields are required. Click here for the details on the Lease Data Descriptions and Dropdown fields.

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 download is completed, 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 Lease data

In iLeasePro, go to the sidebar menu link for Leases

Select a Lease and review the individual lease tabs