Bulk Import
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      Troubleshooting Bulk Import Error Logs

      Here are steps to review to make sure you have a successful import.

      If you have less than 30 lease, we do not recommend the bulk import template. You will have a faster experience by adding leases through the Add Lease workflow.

      • Make sure you're using the most recent Bulk Lease Import Template. This template can be downloaded from the Bulk Import screen. The version will be shown in the System Tab of the template and should match the Import Leases screen. 
        • Navigate to Add Lease, then click Bulk Import in the upper right corner to view the Import Lease screen
      • Review the template for multiple tabs (Leases and System) and do not make changes to the tab names.
      • Review the template for special formatting. There should be no additional columns and no blank rows between leases.
      • Make sure fields are formatted as indicated on Row 3 and only text fields. Special Characters such as $ will cause the import to fail. 
      • The Bulk Import spreadsheet will only import when all leases are successful. If one or more leases have errors, no leases will import. You will receive an error log showing where issues are identified. Details about troubleshooting are shown below.
      • Is the file you're importing large? We recommend splitting your file into 50 or less leases per import file.

      Using the current template? Follow the steps below to ensure accurate imports:

      1. Take care of Administration Setup. In order for bulk imports to load correctly, Administration setup must be complete. This includes Reporting Entities, GL Accounts and Customization.
      2. Check for Required Fields. Fields shown as Required must be included in the Template in order to import correctly. 
      3. Review Row 3 of the Import Template to determine which fields must match exactly to LeaseCrunch. 
      4. Review to make sure all Administration information is entered correctly in both LeaseCrunch and the Template.
      5. Enter only one lease per row. 
        1. Have more than 5 payment streams? Edit the lease after import to add additional payments. Do not add a second row for the same lease as this will import two leases. 
      6. Review Dates, Discount Rates and Payments for correct formatting (mm/dd/yyyy)

      Have you already imported and received an error file?

      1. Review Error file for highlighted row and cells. Correct the highlighted information and reimport the file.
      2. Be sure # of Payments and payment dates are within the Start and End Dates of the lease
      3. GL Account Issues: Only use the GL Account Number that matches Administration - GL Accounts within LeaseCrunch
      4. Dates: These fields should be formatted as text fields with mm/dd/yyyy as the format. To view formatting, right click the cell and click Format Cells.
      5. Classification: Must state the word Lease following Operating or Finance, such as "Operating Lease".
      6. Other: Keep an eye on Row 3 of the Import Template for notes about fields that must be an Identical Match to a data already set up on LeaseCrunch.

      To speed up your import process:

      • Spit large spreadsheets into smaller spreadsheets limiting 50 leases per import
      • Import multiple templates at once
      • Limit 5 payment streams per lease
      • Limit 2 cost center allocations per lease
      • Limit 3 existing balances from previous lease accounting guidance
      • Limit 5 custom fields

      Watch our Bulk Import Video