Owner/Unit Import

Where and how do I do this?

This feature is located in your management software under the “TOOLS > IMPORT” menu item.

If you go to this page you will see a “Download Template” link. Click on this link to download a spreadsheet with the titles/categories that you are able to import into the software. These are the importable fields shown below.

Owner	Units	Billing
Owner Email	Unit Name (optional)	Repeat every # months *
Owner First Name	Address *	Amount *
Owner Last Name	City	Next due date *
Owner Phone	State	Previous balance *
Owner Mailing Address 1	Zip code
Owner Mailing Address 2	Note
Owner Mailing City	Subdivision
Owner Mailing State	Lot number
Owner Zip
Owner Note
(same fields for a 2nd Owner)

Instructions:

Download the file and enter the necessary information and then send the file to support@easyhoa.com and we will import the data for you so we make sure that it all gets entered correctly. We strongly recommend that you send the file to us for importing.

We do however give you the ability to import this info yourself. If you decide to do this. Then you will fill out the spreadsheet and from the “tools>import” page you will click on the button labeled “select csv” from there you will find the csv file on your computer and follow the prompts.

From there you will see cards with the title of the columns within the CSV. These cards will also have a “search column” along with the first 4 data fields in the rows that were beneath the columns in the CSV file to help you identify what column you're working with. You will need to in the “search” field for each card click and select the category and match it with the corresponding title. If the column is blank that’s ok, we still recommend matching the title.

Once you’ve matched everything click the green “continue” button and move to the next screen. The next screen should replicate the spreadsheet look and it is meant for you to review each column and row to make sure the correct info is in each one. You can also double click on the cell to edit the data if something is wrong. When you're ready you can click save and all the info will be imported into your software.

Contact support if you have any questions or need help.