Manually Entering Previous Owners (No Import)

Whether it was a data entry error, or missed information from the original import spreadsheet, there might be an instance in which one of your previous owners was not entered into the system after creating all of your current homeowner entries. If that is the case, here are some steps you can follow to add that previous owner without sending in a support ticket.

First, go to that Association in Vantaca by hovering over the Homeowner tab and clicking on Homeowner List. Click on the "Previous Owners Only" button and search for the property by typing in the address in the Address search field. It is likely you will not find this property when searching for Previous Owners Only because they were missing from the start, so your next step is to click the New Property/Lot button and enter in the property information.

From there, you will enter in the Old Account # (And Old Account #2 if needed) associated with the previous owner. The next entry is a date. You'll want that date to be any day before your software conversion date. For example, if you went live with Vantaca on November 1, 2023, you'll want that date to read October 31, 2023, or some date prior to that.

To add the owner, click the "Select" button next to Owner Name, and add the previous owner in as a New Homeowner. Then Select their name to be attached to this property as a previous owner.

After you've entered in that information, click Update, and you'll have record of a previous owner account associated with that property. Well done!