Download Portfolio Import Workbook
Real Estate Manager provides the ability to download a current Real Estate Portfolio Import Workbook (REPIW) that is pre-configured with Master Data from your instance of Real Estate Manager. This pre-configured REPIW will automatically populate the drop-downs contained in various fields in the REPIW with valid data that matches your instance.
The drop-downs in the REPIW for fields such as Asset Type, Contract Category and Subcategory, Cost Category Group and Cost Category, among others, are pre-populated with valid values that match your instance in all respects. The prevalence of validation errors caused by spelling and formatting errors is greatly reduced, speeding the process of accurately importing your real estate data into Real Estate Manager.
The tile to download the pre-configured REPIW can be found in the Administration workspace. Simply click the tile and the system will automatically export the REPIW.