Data Import

You can move your existing real estate data and documents to Nakisa Portfolio Management Suite by using the Data Import feature. The import also allows you to upload historical data as legacy terms.

You can upload the following types of files:

Admin: Users upload an Excel file to create admin entities such as picklist options and groups.
Initial Data: Users upload an Excel file to create locations, premises, and contracts, including other fields.
Mass Docs: Users upload a zip file of documents that point to application entities.
Sales: Users upload an Excel file to enter sales information for their premises.

Nakisa Portfolio Management Suite provides templates that users can fill out to upload their information. Users can only import one file at a time. Red fields in the Excel files are mandatory and optional fields are blue.

Note: The data import only accepts .xlsx and .zip files.

To import files:

Click Main Menu > Data Management > Data Import.
Click Upload.
Select an Import Type Category.
Click Download Template.
Fill in the required fields in the template. Templates will vary depending on the selected import type.
Click Select File and attach the completed file. The application verifies the template to ensure there are no errors.
Once the file has successfully uploaded, click Start Processing.
The file is queued for processing.

Once a file is queued, the file begins the import process. The status updates once the import is complete.

If the import is only partially successful or it fails, you can click on the import status to view the Import Report. The report details which sheets failed to import and which were successful. To view error details, click on the required row in the Imported Spreadsheets table. For objects that are successfully imported, click on the row to be taken to the newly created object.

You can download files from previous imports by clicking and then Download Excel file.