Importing Lease Payment Settings
This is for Sage Intacct users Only and an Optional Import. The Lease Payment Settings data import process offers you the ability to import the payment parameter settings for each lease in your account. An lease payment detail row is required for each lease in your portfolio. The actual lease payments for each lease will be automatically built through the import process. The data that will be imported in this import module is used to govern how any payments will be handled after import into Sage Intacct.
| Import Order | Level | Data Fields | Required /Optional | Comment |
| 6 | Lease | Lease Payments | Optional |
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.
Note: You will see that the Lease Payments icon will have the same number of entries as leases that exist in the account .
Importing Lease Payment Settings data
Click on the Lease Payments icon on the Dashboard to begin the import process
Click on the Export Template to create an "iLeasePro Smart Template" for the Lease Payments Settings data import to enter the payment parameters 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 Payments Settings detail import template will be downloaded onto your desktop. Open the template and add your Lease Payments Settings detail data to the template. Highlighted yellow fields are required. Click here for the details on the Lease Payments Settings 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. You should see the Total Rows Read and the Total Valid Rows updated with the correct number of Lease Payment Settings rows imported.
To verify the imported Lease data
In iLeasePro, go to the sidebar menu link for Leases and select an Payments for the lease to review
The imported payment setting detail data will be displayed on the Sage Intacct AP Bill Payment Detail section.
You can use the Lease Payments Settings Listing Report to view the imported data.