Set up a mandate and take over data

When you switch, the fastest way to record properties, units, contacts, leases and ownership is the Excel import. The card «Ready for a trial run?» on the dashboard shows per mandate what is in place and what is still missing.

1. 1

   In the «Properties» list, open «Import Excel» (for owners «Import ownership»); units, contacts and leases have the same button in their list.

2. 2

   Download the matching Excel template with «Download template», fill it in and enter the «Previous system no.» in every row. That makes it safe to repeat the import: a row whose number is already known is not created twice.

3. 3

   Drag the file into the field and click «Preview». ImmoFlow checks every row like the corresponding form and shows errors with the row number; only «Import» saves the valid rows.

4. 4

   Import in this order: properties, units, contacts, ownership, leases; ownership and leases refer to properties, units and contacts that already exist. A large import runs in the background and shows its progress.

5. 5

   Then check the card «Ready for a trial run?» on the dashboard. Each mandate shows its blocking gaps, such as «Rent collection account» or «Opening position»; «Continue» or «Complete» opens the place where the step is done.