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(Simple) Property Import Template


The Property Import Template is an easy way to list all properties that are coming onboard 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 template is attached at the end of the article. 
 
Fields in red are required. The template is available for download at the end of the article. Please complete and then submit to your assigned Project Manager.
 
 
 
Property Name: Please list the name of the property. 
 
Property Abbreviation: Please list the abbreviation for that property. Must be 8 characters or less. Entry must be unique.
 
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-Must be an email address

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 for the property.
 
 
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".
 
 
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