Import Units and Owners

Import Units/Owners Data

“Import Units and Owners” feature in RunHOA allows you to upload units and owners data from external sources using a CSV file. By utilizing this feature, you can efficiently import a large amount of unit and owner data into the system, saving time and effort.

CSV File Format

To import the transactions, please ensure your CSV file follows the specified format:
The first row must serve as the header and should contain the following columns:

Column 1: Unit Id
Column 2: Address
Column 3: City
Column 4: State
Column 5: Zip
Column 6: Primary Owner Name 1
Column 7: Primary Owner Email 1
Column 8: Primary Owner Phone 1
Column 9: Owner Name 2
Column 10: Owner Email 2
Column 11: Owner Phone 3

Subsequent rows should represent individual records, and each column should be populated with appropriate values.
For example:
Column 1: 6780
Column 2: 6780 Albert Dr
Column 3: Harrisburg
Column 4: PA
Column 5: 17112
Column 6: John Haley
Column 7: jhaley@runhoa.com
Column 8: 7178906178
Column 9: John Haley
Column 10: jhaley@runhoa.com
Column 11: 7178906178

Column data 1, 2, 6 & 7 are required. Column 1 should be unique.

Steps to Import Units/Owners Data

Step 1

Please follow these steps to import the unit/owner data from your desktop:

1. Choose the CSV file containing the unit/owner data from your desktop.
2. After selecting the file, click on the “OK” button to initiate the import process.

Step 2

Upon selecting the CSV file, a grid displaying the student data from the file will be presented to you. If any modifications or deletions are necessary, simply click on the corresponding edit or delete icon. Once you have reviewed and ensured that all the data is accurate, click on the “Import” button to finalize the process.

Step 3

The unit/owner data will be imported into the unit/owner database and the Status on the row will be changed to Imported