There are 2 ways to set up property contacts in Uptick.
1. Add property contacts directly into your server
If you only need to set up a few property contacts or make a change here or there, we advise doing it directly within the system rather than through the importer.
2. Add multiple property contacts 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 property contacts
This article will show you how to format your import spreadsheet in order to bring your core property contacts 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 and Properties in your Uptick server to import Property Contacts.
Below are some articles to assist you:
Field name on CSV template: | property | active | name | role | requires_invoice | requires_report | requires_quote | requires_notification |
Field name in Uptick: | Property Reference | Active | Contact Name | Role | Requires Invoice | Requires Report | Requires Quote | Requires Notification |
Description: | This is the property reference (often generated by Uptick). | Choose from the following options: FALSE for all others | First and last name of the property contact | Choose from the following options: - owner - propertymanager - accesscontact - required | TRUE - This contact will receive Invoices | TRUE - This contact will receive reports | TRUE - This contact will receive quotes | TRUE - This contact will receive notifications |
Non-Required fields we recommend
Field name on CSV template: | mobile | |
Field name in Uptick: | Mobile | |
Description: | Email address of your property contact | Mobile number of your property contact |
Step 2: Import your Data
Sign in to your Uptick server
Navigate to Tools > Data Importer
In the field 'What are you importing?', select 'Property Contacts'.
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.
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 and select a property to see your newly uploaded property contacts under the 'Contacts' tab!
Data Import CSV Template
Please download this csv template to upload your property contacts.
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.