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Importing Buildings and Starting Balances into RIS Software
Need to Migrate your old excel based property management system into RIS or just started managing a new property and want to add the tenants, apartments and other important data into RIS property management software. With an existing Excel® spreadsheets you can easily import the data you need into the our system.
To import the data, follow these steps:
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Make Sure the existing Excel® spreadsheet follows the correct format and includes all relevant tenants and apartments: See Below
The columns are as follows: -See attached sample
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Apartment (required)
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Tenant Name (required)
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Second tenant name (required)
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Contact (required)
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Lease Start Date (required)
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Lease End Date (required)
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Monthly Rent (no $ signs and show cents (.00)) (required)
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Security Deposit Optional
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Additional monthly charges each in a separate column; S8, scrie, parking, gas, etc.
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Additional imports; Phone, email address, alternate address, notes etc
Please Note:
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Please note that you must use a separate spreadsheet for each property.
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Your spreadsheet must have APT as the first column
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Emails are in 1 column separated by A ";"& must be consistent within the column
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Dates are entered as 00/00/0000
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No $ Sign Or "," When entering money
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Make separate columns for additional charges
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If there are unique addresses within the property use the following column names: ALTADD1,ALTADD2,ALTADD3
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If there are unique addresses to send tenant bills to use the following column names: MAIL ADDRESS1,MAIL ADDRESS2,MAIL ADDRESS3
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Company Information is set up when adding the company