When you’ve prepared your import files for the system, head to System Setup > Import Data to start the process.
Still need to prep your import templates? Check out:
Save as a CSV file
Make sure you save your spreadsheet as a comma-separated values file, which has the extension .csv. Choose a comma, a semicolon, or a tab as the delimiter if prompted. Remember your choice here as you’ll need to specify this later.
Use UTF-8/Unicode character encoding, if prompted.
Import Data
Head to System Setup > Import Data when you’re ready to go.
Type of data to upload
Select the type of data you’d like to import. For a contact import, the only required field is name, so be sure to change this.Column separator
This is usually a comma, especially if your device’s language is set to English. If you selected a different delimiter, choose it here.File
Hit the choose file button to browse for your import template.
When you’re done, hit the blue Upload button.
Map columns
On the next screen, the system will prompt you to map columns found on your import template to fields in your system.
The system will attempt to automatically map columns for you where it finds a matching column heading.
Use the drop-down at the top to select the field in the system that a column should be mapped to.
You may map the same field to multiple columns to combine them, e.g. if you have a first name and last name column, map these both to “Name” and OnRent Events will merge.
Any columns that aren’t mapped will be ignored.
When you’re done, hit the blue Upload button again.
Import results
If you’re only creating a few records, the system will perform the upload right away and let you know the results on screen.
If you’re creating a bunch of records, the system will schedule the upload for processing and email you when it's finished.
During the import process, the system will validate the data. If there are errors, you’ll receive an email (or see them listed on screen) so you can troubleshoot.
We’re here to help
Need help troubleshooting? Forward the email to our customer success team along with your import template, and we’ll point you in the right direction. You can reach us at help@current-rms.com.