Soft4Lessee supports Excel file data import. You can import data using the Lease Batch function, which consists of general batch information and rows of leases.
Lease Agreement fields
Some fields are hidden by default. To enable them in the system and/or for the data import, refer to page Lease Setup, System Feature Configuration tab.
To import leases into the system, navigate to Lease Data Acquisition → Data Import/Export from the Role Center.
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To get the Excel template for lease data import, select IMPORT Leases → Get Excel Template.
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In the Excel template file, fill in all your lease information, or, if you're transferring leases from a different environment, read about exporting leases here.
After the Excel file is ready, select IMPORT Leases → Import leases from Excel and choose your filled Excel template file.
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The data extracted from the chosen Excel file will be uploaded into the batch lines at the bottom of the page.
Select IMPORT Leases → Validate to validate data in the import batch, then, if everything is correct, upload the data into the system by selecting IMPORT Leases → Commit.
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Warnings
If some inconsistencies are found, click on the warning number to read about the encountered problems. After making the necessary corrections to the data, try to upload Commit again.