There are 2 ways to set up properties in Uptick.
1. Add properties directly into your server
If you only need to set up a few properties or make a change here or there, we advise doing it directly within the system rather than through the importer.
2. Add multiple properties using the data importer.
We recommend using the data importer method when:
Uploading initial data migration into Uptick
When making changes to a specific field(s) across many properties
This article will show you how to format your import spreadsheet in order to bring your core property data into Uptick.
Step 1: Populate your data for upload
Download the Data Import Template Spreadsheet below.
Fill out the spreadsheet with the information you want to upload. Please note some fields are required.
Save as a .csv file
Required fields
You must have Clients in your Uptick server to import Properties.
Here is an article on how to import clients.
Field name on CSV template: | name | address | status | client |
Field name in Uptick: | Property Name | Address | Status | Client |
Description: | The name of this property. If it has no name, you can put the street address. | Physical address of this property, including state and post code. | Choose from the following options: ACTIVE - for the majority of your properties SETUP ONHOLD INACTIVE | The client that you invoice after servicing this property. Must match CLIENT>NAME exactly. |
Step 2: Import your Data
Sign in to your Uptick server
Navigate to Tools > Data Importer
In the field 'What are you importing?', select 'Properties'.
Choose your import file (this should be the .csv file you have saved).
Click 'Start'. (If your file is large this may take a few minutes)
Complete your 'Field Mapping'. If you are using our template, the mapping should pre-populate for you.
Please check that the fields are mapped correctly.
Uploading data using your own spreadsheet? Check out the right-hand side for an overview of the Uptick fields and their descriptions to assist with Field Mapping.
Click 'Save and Preview'.
Review your preview to ensure that the data has passed all checks before proceeding.
Errors may look like this:
If you receive errors, please fix these on your .csv file and click 'Re-upload file'.
You should see the green banner below before proceeding.
Click 'Finalise'
Your data should now be 'PROCESSING' with a Job status: RUNNING:
When your data has finished being uploaded you will see 'FINISHED' and a Job status: DONE
You can now navigate to Customer Data > Properties in your main menu to see your newly uploaded properties!
Data Import CSV Template
Please download this csv template to upload your properties.
It contains:
Required fields
Recommended fields
An example of each field
Please note that this is a highly simplified template designed for ease of use. If you are interested in seeing our extended template, it is available for download from the Data Importer module of your server. Please reach out to Uptick Product Support if you have questions about any fields in the extended template.