Importing owner data

Add multiple owners to your BEX PMS in one go. Always add the personal details of owners before trying to import owner agreements. Importing owners is done from the owners index page in the Owners module.

Go to the owners index page in the Owners module.

  1. At the bottom of the page, click the 'Import' button.

  2. In the pop-up, you’ll find instructions in two steps. First, download the example file in UTF-8 format, using either the European or UK/US data entry style.

  3. This example file shows you exactly which data (column headers) can be imported, and how that data should be represented in the rows (text, date format, country code/locale, binary) to be read properly.

    Note the 'Debtor code' column: this debtor code is important if you also intend to import owner invoices.

  4. Either copy your owner data into this file, or edit your own UTF-8 format export file from your original system to match the import requirements.

  5. Upload your finished file after again clicking the 'import' button at the bottom of the owner index page.

    The 'Ignore unknown columns' setting should be used if your file contains columns that you know cannot be recognized and imported into BEX PMS because they do not match the import requirements.