How do I import Vendors into Lease Administration?

Occupier's import tool allows users to easily import Vendor information into Lease Administration.

Finding the Import Tool in the Settings

To get started, simply click on the "settings" option located in the top right corner under the profile icon.

Choose "Imports" from the settings menu.

Importing Data

Import Templates

Once you have chosen "Imports" from the settings menu, you can proceed by selecting an Import template to download from the Data Templates window. 

Or you have the option to select the Import Button and download a template from the Import window.

Select the import type

1. Download the template and save your changes [Enter the information into the template and save file]

1. Select your file to import, then "submit".

Review Import Results

After the import process is finished, you will be able to examine the results in the import history table.

If there were any errors during the import, they will be indicated in the error column. To view more details about a specific import, click on the link in the Date of Import column.

The Import Details page will show you the import results, including any errors that occurred and the original import file. From here, you have the opportunity to review and correct any errors by downloading and importing an updated file with the necessary corrections. It's important to note that any records that have already been processed will not be overwritten.

Want to add a vendor as a one off instead of a mass import? 

See how in our article: How do I create a Vendor?