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Bulk Import Instructions

Bulk import functionality is similar regardless of what data is imported and what supporting file is used.

All the bulk import options are accessed by clicking Bulk Import on the Left NavBar. The import options are organized by action. The Configuration section contains imports that use the CIW. The Lease section contains the PIW import and other imports to record additional lease events. Integration includes the imports for ERP reconciliations.

The tile selected depends on the supporting file being used and the data being imported:

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CIW

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PIW & Lifecycle Events

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Special Templates

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To Begin a Bulk Import

  1. Review the section in this guide for the type of data you plan to import to be sure you understand the import implications.

  2. Prepare your PIW, CIW, or individual template. (Review the CIW Notes and PIW Notes in the previous section.)

  3. Click Bulk Import from the Left NavBar.

  4. Select the appropriate tile to correspond to the import you wish to complete.

  5. Click Choose File.

  6. Browse to locate PIW, CIW, or the individual template to import and select. The file name appears in the UI.

  7. Click Validate. The system will start processing.

  8. Review the validation results (see the next section for more information).

  9. Make any updates needed to your import file to resolve errors. Please note that if you make changes, you will need to validate your file again before importing.

  10. Click Import.

  11. Verify that the import was successful. The import status will display a green dot indicating the import was successful.

Validation Results

Before importing the data into the system, LeaseAccelerator validates the data in the import file and displays one of three possible status results:

  • Errors

  • Warnings

  • OK

STATUS: Errors

Errors in red text prohibit importing data with one exception.

Caution: Import Error Exception: For an Asset Import, if the cost related to assets on the import file differs from the current cost of those assets in the system, a red warning message will display but will not prevent import.

To correct errors, update the data on the import file and save the file. Then return to Step 4 in the Begin a Bulk Import instructions - choose the file and validate it again.

STATUS: Warnings

Warnings in yellow text do not prevent the data from being imported but indicate items needing attention before or after proceeding with the import action.

If you do not make any changes, the box next to the schedule number must be checked before clicking the Import button. If you make changes to the import file, choose it and validate it again (i.e., return to Step 4 in the To Run a Bulk Import instructions).

STATUS: Ok

Ok indicates readiness for import.

Users may continue the process by clicking Import.

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