Using the Data Import Tool
Using the Data Import Tool
Select Tools > Data Import. If you are using universal navigation, click Settings > General > Data Import.
On the Data Import screen, select Homeowner Fee Ratios in the Data Type field.
Download the import template spreadsheet.
Complete the spreadsheet for the selected data type. Data can be copied and pasted, but columns and cells cannot be changed. If using copy and paste, paste VALUES to ensure that no extra spaces are pasted into the spreadsheet that will cause the import to fail.
Save the spreadsheet in .xls format.
Import the data into CINC Accounting by selecting Tools > Data Import. If importing association-specific data, be sure to select the correct association. If you are using universal navigation, click Settings > General > Data Import.
Choose the Data Type from the dropdown.
Click the Upload File icon to choose the Excel spreadsheet to upload.
If this is the first upload for this type data, do not choose an Option.
For subsequent uploads, choose whether to Append or Replace the previous upload:
Append: Creates additional Imported Records.
Replace: Removes previous data and then creates new records based on the import.
For the Homeowner Charges/Payments Data Type, a Batch Type dropdown will display. Select the appropriate type. When using this import for homeowner beginning balances, select Beginning Balance to ensure that no GL entries are created.
When importing data that has not been formatted for proper case, select the 1st Letter Capitalization checkbox. This will ensure that the first letter of each word with be capitalized.
For example, if the homeowner’s name in the import spreadsheet is JOHN SMITH and the checkbox is selected, the system will reformat the name for import to show as John Smith.
Selecting this checkbox may not be a good option with names like “JOHN SMITH III” as it will be formatted by the system to be “John Smith Iii”.
Click Import. The Data Import screen appears, showing the import as Pending. It may take a few moments to import the data, as all requests for import are in a queue and will be processed in first in/first out order.
Click Refresh.
When the import is complete the status will change to Completed. If the spreadsheet was not complete or had errors, a list of the errors by row number and column number from the spreadsheet will be shown in the Status column. Correct the errors listed, save the spreadsheet, and attempt the import again.
Once the data has been successfully imported, it is a good practice to go to the screen where the data was imported and do a cursory check of the information imported.
