The import screen is a powerful tool, and can help accomplish many different tasks in Vantaca. Whether bringing on a new association or uploading payments to owner accounts, the import screen will come in to play to help you get the job done.
When setting up assessments that are not the same amount for every homeowner within an association, you will need up import Charge Tags, Specified Values, or Percentages to make sure every owner is aligned with their correct assessment amount. Vantaca provides templates that can be used to help accomplish these tasks, but there are a few things that can cause an error that will prevent you from completing the import:
Here we see we have our assessment built out to charge Single Family and Townhome owners $100 and $200 respectively.
Let's use our template to upload the owners to their correct assessment amount.
Our three homeowners are all set up using the template, now we can upload them into the import tool in Vantaca:
Because we used the template, our format is correct and we show 3 valid records and no errors. When we click Commit, we should be able to see all 3 owners attached to their assessment amount.
Why is the import only showing the one townhome owner, and not the two Single Family owners?
Well, the tag that we set up in the rule must match the tag column in the template EXACTLY. Because our Rule is set up as "Single Family" and our template is set up as "Single-Family" the system did not recognize the match. Once the fix is made, the excel sheet can be reimported as a "replace" type to correct the original import.