Asset Contacts General Import

This page explains how to use the Asset Contacts General Import option.

Overview

You can import Contacts for Private Assets into the system using the Asset Contacts General Import option.

Contacts may be exported from an existing data in your organisation (such as a ratepayer database). When exporting and importing to avoid the import failing, make sure to plan the correct field mappings.

Note that the Asset Contacts import will delete all Asset Contact data prior to importing data from your import file. This is primarily to avoid duplicate contacts being added by successive imports.

Data is imported via a primary asset key. It is important to use the correct key based on what is configured in the system. Some organisations use different asset keys to others.

Refer to the register page for general instructions:

Imports

Import File

A CSV file is required for this import with the correct field mappings.

Refer to the Import Field Mappings section in the Import Instructions section for the latest import file requirements.

If you want multiple contacts per asset you will need to add multiple line items in your import file. You will also need to have the Generate one letter per asset contact setting enabled in the template to output them.

Import Process

Do not use Rollback on Error unless you are testing, as it can prevent a final import from running.

To import Contacts:

1. Refer to the general instructions in Imports.

2. In the General section select Type: Assets

3. For Parsing Rule: select Asset Contacts General Import

4. The default Match Rule will be Delete data and replace with import data

5. Under Import File: use the Add file button to upload your import file

6. Save and Check Results