Participant Data
This section defines the participant data required to establish your LeaseAccelerator Real Estate Manager environment.
Contacts Tab
Information on this tab supports the bulk import of Contacts and Participants, including their associated addresses and phone numbers, during the bulk import of a real estate portfolio, including assets and contracts. The Contacts tab is meant to import new participants and cannot be used to update any existing contact record. Contacts may be imported without assets or contracts listed on subsequent tabs.
Column |
Field Name |
Description |
Validation/Valid Values |
Format |
Req’d for Company or Person |
Req’d for System Import |
|---|---|---|---|---|---|---|
A |
Type |
Category of Participant |
Company, Person |
Drop-Down |
Both |
Y |
B |
Company |
Name of Company |
If duplicate company name found either on Contacts tab or within the system, validation error will result. |
Alphanumeric (200) |
Company |
Y |
C |
ABN |
Australian Business Number |
Alphanumeric (20) |
N |
N |
|
D |
ACN |
Australian Company Number |
Alphanumeric (20) |
N |
N |
|
E |
Website |
Company’s website URL |
Must be in standard format |
Alphanumeric (200) |
N |
N |
F |
Title |
Prefix for a person’s name |
Mr, Mrs, Miss, Ms, Dr |
Drop-Down |
N |
N |
G |
First Name |
Personal name typically before the family name. |
If duplicate combined first and last name found either on Contacts tab or within the system, validation error will result. |
Alphanumeric (200) |
Person |
Y |
H |
Last Name |
Family name or surname. If there are more than one last name, system will use only the final name. Example: Jose Ruiz Silva where first name is Jose and Last name is Ruiz Silva, name will be imported as Jose Silva. |
If duplicate combined first and last name found either on Contacts tab or within the system, validation error will result. |
Alphanumeric (200) |
Person |
Y |
I |
Description |
Role or position, reference or employee ID number, etc. |
Alphanumeric (200) |
N |
N |
|
J |
Inherit Address |
Determines if system will use Company’s address for a Person if a Company is listed. |
Yes, No |
Drop-Down |
N |
N |
K |
Phone1 |
Telephone number |
Alphanumeric (50) |
N |
N |
|
L |
Phone2 |
Alternate phone number |
Alphanumeric (50) |
N |
N |
|
M |
Mobile |
Mobile or cellular number |
Alphanumeric (50) |
N |
N |
|
N |
Email address |
Alphanumeric (200) |
N |
N |
||
O |
Fax |
Facsimile number |
Alphanumeric (50) |
N |
N |
|
P |
Notes |
Additional notes or comments for Participant |
Alphanumeric (1600) |
N |
N |
|
Q |
Contact Short Name |
Company or Person’s short name |
Alphanumeric (200) |
N |
N |
|
R |
Accounting Roles |
Eligible participant roles for synchronization with LeaseAccelerator core application. |
See Validation list below |
Alphanumeric (1600) |
N |
N |
S |
Line1 |
First line of address. |
If Line1 is blank, all other address fields will be ignored. |
Alphanumeric (200) |
Company |
Y |
T |
Line2 |
Second line of address. |
If populated, Line1 must be populated as well. |
Alphanumeric (200) |
N |
N |
U |
City |
City used by postal service. |
If populated, Line1 must be populated as well. |
Alphanumeric (200) |
Company |
Y |
V |
Country |
Name of country |
See Validation list below. If populated, Line1 must be populated as well. |
Drop-Down |
Company |
Y |
W |
Contact State/Province |
Postal abbreviation for acceptable countries. |
See Validation list below. If populated, Line1 must be populated as well. |
Drop-Down |
Company |
Y |
X |
Postal Code |
Zip code or other postal code |
If populated, Line1 must be populated as well. |
Alphanumeric (50) |
Company |
Y |
Y |
Is Default Mailing Address |
Use this address as the default mailing address for Participant. |
Yes, No |
Drop-Down |
N |
N |
Z |
Latitude |
The angular distance of a place north or south of the earth's equator. |
Numeric (Total Digits = 11, Precision = 8 to the right of the decimal) |
N |
N |
|
AA |
Longitude |
he angular distance of a place east or west of the meridian at Greenwich, England. |
Numeric (Total Digits = 11, Precision = 8 to the right of the decimal) |
N |
N |