Importing Lease Contacts
The Lease Contact data import process offers you the ability to link all of your account contacts to each lease by role.
| Import Order | Level | Data Field | Required /Optional | Required For Import |
| 7 | Lease | Lease Contacts | Optional | Account Contacts Must Be Imported Prior to Lease Contacts |
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 Contacts data
Click on the Lease Contacts 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 Contact import template will be downloaded onto your desktop. Open the template and link your contacts to the correct lease in the template. Highlighted yellow fields are required. Click here for the details on the Lease Contacts 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.
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, click the sidebar menu link for Leases and select a lease to review
Select Contacts from the Jump To menu
The imported contacts will be displayed
You can also view the imported lease contacts data on the Lease Contact Listing Report.