Bulk Importing Your CIW

There are several tabs within the CIW that are able to be bulk imported into LeaseAccelerator using the Bulk Import function: Companies, Addresses, People, Cost Centers, Fx Rates, and Lessee Rates. It is important to note that Companies, Addresses, and People imports need to take place sequentially in that order.

Download a PDF version of the Configuration guide.

Companies

To Bulk Import the Companies tab of the CIW, navigate to the Bulk Import workspace from the Left NavBar in LeaseAccelerator. Choose the Companies tile within the Bulk Import workspace.

Choose the appropriate CIW file and then click Validate.

Once validation is complete, review the errors/warnings. When necessary, changes have been made and you are able to cleanly import without any red errors, click Import.

When data is imported successfully you will get a results table outlining what was imported.

Addresses

To Bulk Import the Addresses tab of the CIW, navigate to the Bulk Import workspace from the Left NavBar in LeaseAccelerator. Choose the Addresses tile within the Bulk Import workspace.

Choose the appropriate CIW file and then click Validate.

Once validation is complete, review the errors/warnings. When necessary, changes have been made and you are able to cleanly import without any red errors, click Import.

When data is imported successfully you will get a results screen outlining what was imported.

People

To Bulk Import the People tab of the CIW, navigate to the Bulk Import workspace from the Left NavBar in LeaseAccelerator. Choose the Person tile within the Bulk Import workspace.

Choose the appropriate CIW file and then click Validate.

Once validation is complete, review the errors/warnings. When necessary, changes have been made and you are able to cleanly import without any red errors, click Import.

When data is imported successfully you will get a results screen outlining what was imported.

Cost Centers

To Bulk Import the Cost Centers tab of the CIW, navigate to the Bulk Import workspace from the Left NavBar in LeaseAccelerator. Choose the Cost Centers tile within the Bulk Import workspace.

Choose the appropriate CIW file and then click Validate.

Once validation is complete, review the errors/warnings. When necessary, changes have been made and you are able to cleanly import without any red errors, click Import.

When data is imported successfully you will get a results screen outlining what was imported.

FX Rates

To Bulk Import the FX Rates tab of the CIW, navigate to the Bulk Import workspace from the Left NavBar in LeaseAccelerator. Choose the Exchange Rates tile within the Bulk Import workspace.

Choose the appropriate CIW file and then click Validate.

Once validation is complete, review the errors/warnings. When necessary, changes have been made and you are able to cleanly import without any red errors, click Import.

When data is imported successfully you will get a results screen outlining what was imported.

Lessee Rates

To Bulk Import the Lessee Rates tab of the CIW, navigate to the Bulk Import workspace from the Left NavBar in LeaseAccelerator. Choose the Lessee Rates tile within the Bulk Import workspace.

Choose the appropriate CIW file and then click Validate.

Once validation is complete, review the errors/warnings. When necessary, changes have been made and you are able to cleanly import without any red errors, click Import.

When data is imported successfully you will get a results screen outlining what was imported.