Summary: The purpose of this article is to provide instructions for importing Tenant Records. You'll learn how to create and format a tenant records import spreadsheet and then import it successfully into Vantaca.
A Tenant Record Import requires a spreadsheet with at least the following required columns:
- AssocCode
- Account or OldAccount (Account is the account number of the Owner, not the Tenant.
The following columns can be included in the import, but are not required:
- FirstName
- LastName
- SecondaryTenantFirstName
- SecondaryTenantLastName
- Phone
- MoveIn (must be in MM/DD/YYYY date format)
- MoveOut (must be in MM/DD/YYYY date format)
- TenantPhone2
- TenantPhone2Label
- TenantPhone3
- TenantPhone3Label
- SecondaryTenantPhone
- SecondaryTenantPhoneLabel
- SecondaryTenantEmail
- SecondaryTenantEmailLabel
Example Import
Once your spreadsheet is formatted correctly, go to the Settings > Imports > Import tab. Click New Import, import type is Tenant, then add your spreadsheet.
A sample spreadsheet that you can use to get started is attached to this article.
Note: Your ability to import tenant records is based on the Tenants Import role security. If you do not have access to that import, please contact your system administrator.
Note: You can also import tenant information as part of a Property and Homeowner import. The Property and Homeowner import template includes the same tenant columns available in the standalone Tenant import template. For more information, see the "Property and Homeowner Import" article.
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