Import Tenants & Units From Excel Spreadsheet

Today we released some updates to SimpleRent to allow you to import both tenants and units/properties by copying & pasting from an Excel spreadsheet, or any tab-delimited data source or file.

To get started, hover over the Tenants toolbar icon or the Units toolbar icon:

And choose Import From Spreadsheet..

The Import from Spreadsheet screen appears:

First make sure the data in your spreadsheet matches the columns required for import (in this case for Units, it's Nickname or Unit #, Address, City, State, Zip) and also make sure the column data is in the correct order.

Then select the data to import by highlighting and copying in Excel:

Step 1: Paste your data into the textbox:

Click the "Format Data" button to format and correct the data.  If your data is correctly ordered and tab-delimited in Excel (or Libre Office, or Notepad, etc.), your data will be organized into columns on screen:

Step 2:

Next, select the owner you want the data to be imported into (if applicable) and then click the Import Units button:

A new unit (or tenant, if you're importing tenants) will be created for each row you have pasted in from your spreadsheet.  If record creation fails for any particular record, you will see the erroneous record counts.  If you're trying to import more units than your current SimpleRent plan allows for (i.e. your current unit count + the number you're importing), a warning message will appear and you'll have to trim the number of records to fit into your plan.

Note: new units will be imported into the Vacant Units tab (since they aren't assigned to any tenants yet), and newly imported tenants will be created under the Prospective Tenants & Applicants tab (since these are new people entries and aren't active tenants yet).

 

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