Portfolio Intake Workbook (PIW) - Release Preview - Import
This template is used primarily to import your legacy or historical lease portfolio into LeaseAccelerator. However, it may also be used to import multiple leases at once.
In order to load and populate your portfolio information, you should have already completed the LeaseAccelerator Customer Information Workbook (CIW).
Important: Master data must be successfully imported and configured before loading any portfolio information via the PIW. For more information on the tabs/fields within the PIW, please see the Customer Implementation Guide (CIG).