Lease Accounting Help Center
Reports & Other Functionality

5. Import Center

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Using Import Center

The Lease Accounting module allows the importation of CSV files.

To download the CSV templates:

  1. Navigate to Lease Accounting > Import Center.

  2. In the Template column, click on Download in the row that corresponds with what you would like to import.

Alternatively, you can also download the templates from our workbook which is available in our resource center.

To import data using the Import Center:

  1. Navigate to Lease Accounting > Import Center.

  2. Click Import/Update.

  3. Under Import Options, select Online for direct feedback on the process of your imports or Offline for an email process log.

    1. If you select Offline, please enter an email address for the process log to be sent to.

  4. Attach your file by selecting Upload file.

  5. In the pop-up, select Validate data to see if your data will process successfully.

    1. If you have errors, please click Reset Import and fix the fields that did not pass the validation test and retry steps 1 through 5.

  6. After passing the validation test, click Process file in the top right of the pop-up window.

  7. Click Close after the system has finished updating.

Note: You cannot import a file with the same name more than once.