Importing Lease Options & Clauses
The Lease Options & Clauses import process offers you the ability to bulk import the options and clause data for each lease that exist in the account.
| Import Order | Level | Data Field | Required /Optional | Required For Import |
| 12 | Lease | Options & Clauses | Optional | 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 Options & Clauses data
Click on the Lease Options & Clause icon on the Dashboard to begin the import process
Click on the Export Template to create an "iLeasePro Smart Template" for the Lease Options & Clauses Import to enter the Options and Clause data for each lease 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 options & clauses 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 Lease Options & Clauses 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 the sidebar menu link for Leases and select a lease that you imported lease Cost Centers for to review
Select the Jump To option and select Cost Centers
The imported Cost Centers will be displayed for the lease on the Cost Center tab
You can also view the imported Cost Center data on the Lease Cost Centers Listing Report.