<< Click to Display Table of Contents >> Navigation:  CLASS TWO: Property Setup > VMSImport > Import Units / Residents

This is the most common usage of VMSImport. It provides an easy way to add all the units and residents of a new property that you will start managing.

 

Ideally you should obtain from prior management company as much information regarding the owners and units. Use the VMSImport Sample Spreadsheet found in the VMS Help Panel.

 

Owner begin balances will have to be added after importing the basic Unit and Resident (owner) information.

 

In this exercise, you will use the utility to import units and accounts into the Sample Property

 

How to use VMS Import to import the Units / Residents:

 

1.Open the spreadsheet and use the tab labeled Unit-Resident Import. Fill out the Excel spreadsheet provided with VMS Import.

a.Do not use any commas or double quotes in the spreadsheet. Make sure they are all deleted before importing the information.

2.Delete all blank/unused columns in the spreadsheet.

3.Write down all column headers in the order they appear on the spreadsheet.

4.Delete all the column headers.

5.Select Save As, rename the file, and change the file type to CSV Comma Delimited. Close the spreadsheet after saving. Close VMS.

6.Open the VMS Import utility.

7.Select Unit / Resident from the Type field. Search for and select your CSV file in the Import File field. Select Comma in the Delimiter field.

8.Select the Sample Property as the property to import this spreadsheet's information into from the Property field.

9.In the blank Import Fields area below these selections, right-click and select Add Field. A box will pop up with a list of items to choose from.

10.Using the list of column headers you wrote down, click and drag the corresponding item from the pop-up box into the Import Fields area.

11.Click on the Import tab. This tab allows you to review your data. It is highly suggested to scroll down the list and make sure your data is correct.

12.After reviewing your data, click the Import button in the toolbar. You will be asked if you are sure you want to import. Click Yes and the data will be imported into the selected Sample Property.

13.Log into VMS and go into SETUP | Property Group | Property Setup, select the Sample Property and review your imported data.