Bulk Import Best Practices & FAQ

When should I use the bulk import template?

We recommend using bulk import if you have more than 30 leases. Please note that this is only to initially add the leases into LeaseCrunch. Once the leases have been added, any edits are conducted through the My Leases screen.

Where do I start the bulk import process?

On the Add Leases tab, navigate to the Bulk Import button at the top right.

On the import leases screen, read the bulk import instructions. The instructions will guide what Administration setup occurs before importing the template and what the limitations are. The most up-to-date bulk import template is available on the left.

Can I modify the import template or create my own?

No. You must use the LeaseCrunch template, if any changes are made to the template or if a different template is used, it will error out immediately.

Does Review and Approve still apply to bulk import?

Yes! If you don't want to use the Review and Approve workflow when importing your leases through bulk import, you will first need to go to the Policies tab of Administration and uncheck Review and Approve.

Does LeaseCrunch do a partial import of leases if there are errors in my file?

No, LeaseCrunch will only import the leases once all errors have been cleared. Once the import is complete, the leases will appear in the grid on the My Leases screen. Looking for more information on troubleshooting the bulk import template? Please see our Troubleshooting Bulk Import Error Logs article here.