Manually Updating Property Information in Bulk

Daniel Westendorf Updated by Daniel Westendorf

You may find yourself wanting to update property information manually, in bulk, for many or all of your properties. If you are wanting to import data from another external system in this method is 🚨NOT recommended. When in doubt contact support@hoalife.com for additional help.

This process is strict in its nature; if you're updating just a handful of properties' data you will have better luck Updating property ownership information.

Export/Modify/Import Process Overview

  1. You will Export your current property data to a spreadsheet in the HOALife File Format.
  2. You will make modifications to that spreadsheet manually, 🚨taking care not to change the file's layout or format. You will then need to save the updated file as a CSV.
  3. You will then upload the newly modified CSV using our property Import

Exporting properties to spreadsheet

  1. From the Dashboard, select Properties > All Properties
  2. Click the Export button. Generation of the spreadsheet will begin, eventually Downloading to your computer as a CSV file.

Modifying Property Data

This is the most important step. It is critical that the column headers (the first row in the spreadsheet) or not changed or removed; this could result in data being removed from HOALife. Additionally, some columns should not be changed.

Failure to adhear to these criteria may result in duplicate properties created in your association.

Column

Modification

property_id

DO NOT CHANGE

street_1

DO NOT CHANGE

street_2

DO NOT CHANGE

city

DO NOT CHANGE

state

DO NOT CHANGE

postal_code

DO NOT CHANGE

county

DO NOT CHANGE

country

DO NOT CHANGE

latitude

DO NOT CHANGE

longitude

DO NOT CHANGE

mailing_name

OK to change

mailing_street_1

OK to change

mailing_street_2

OK to change

mailing_city

OK to change

mailing_state

OK to change

mailing_postal_code

OK to change

external_id

DO NOT CHANGE

lot_number

OK to change

phone_numbers

OK to change

emails

OK to change

tags

OK to change

route_groups

OK to change

Importing Modified Data

  1. Ensure you've saved your updates in Comma Separated Values (.csv) format
  1. From the Dashboard, select Properties > All Properties
  2. Click the Import button
  3. Select HOALife CSV from the list and select our modified CSV file using the Chose File... button
  1. Click Import → and wait for the import to process. You will be redirect to the All Properties page when complete.

How did we do?

Property Ownership Changes

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