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Property Import Template


The Property Import Template is an easy way to list all properties that are coming on-board along with their settings, for a one-time import, rather than manually adding them one by one into ResMan. Please create/edit one property in ResMan that will serve as the master property and in this template, simply fill in the name so that the settings can be copied on to all other properties. 

The sample template is attached at the end of the article. Fields in red are required. 

 

Property Name: Please list the name of the property.

Abbreviation: Please list the abbreviation for that property.

Internal ID: To be completed by your Implementation Project Manager.

Please list the contact information for that property:

  • Address
  • City
  • State
  • Zip
  • Country
  • Phone
  • Fax
  • Email

Property Type: Choose from the following:

  • Multi-family
  • Commercial
  • Entity
  • Management Company
  • Mobile Home Lot
  • Residential Subdivision
  • Student
  • Single Family
  • Training

Property Legal Name: Please list the legal name used for the property.

Tax ID: Please list the Tax ID.

Management Company: Please list the Management company for the property.

Regional Manager: Please list the regional manager. Must match an existing employee with a type of 'leasing' or 'corporate' user.

  • Note: Make sure the Users and Employees template has been submitted, otherwise the name will not import. 

Manager: Please list the property's manager. Must match an existing employee with a type of 'leasing' or 'corporate' user.

  • Note: Make sure the Users and Employees template has been submitted, otherwise the name will not import.

 

Fiscal Year Start Month: List the Month which the fiscal year should begin. The month must be spelled out, i.e: "January" not "Jan".

Current Accounting Period: Please list the month and year of the first accounting period to be used in ResMan.

Late Fee Schedule: Please list late fee schedule for the property.

Automatically Post Daily Late Fee: Please select: 

  • None
  • After Manual
  • Auto

Copy Settings From: If there was a property already built in your myresman.com and the same settings apply to all the other properties within your management, we can copy those settings for you using this field rather than doing it manually. Please specify the property abbreviation we should use.

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