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Upload Data
Make the following menu selections to display this page:
Data Transfer—Upload
Data
Upload Data is a feature that allows you to upload a
comma-separated values (CSV) format file of data.
- This process validates
the data, prints exception reports, and allows you to edit the data in
the grid to correct any issues.
- Finalizing the data
includes posting it into the production tables in eSite.
- To finalize an upload
of a particular type of data, the user must have the permission
to finalize that data type.
- Upload Data can be
used on a live or non-live property.
- Template spreadsheets
that you can use as a basis for this process are included in the eSite
Documentation folder on your installation CD.
- If you have more than 500 records in your file, the file will be broken up into multiple files of the same file type with 500 records per file. You can upload as many of the same file types as needed.
For additional information
about this process, please refer to the Using
Upload Data document found in the Documentation\Technical Documents\eSite
folder in your software download package.
Fields Lists
Upload Data Fields
To access the page, select Data
Transfer—Upload Data.
The Upload Data page contains the Upload
File and Show File Layouts
buttons at the top of the page that open additional pages, as well as
a sortablegrid.
Upload File button
Click the button to open the Upload File page
and select a file to upload. See field list below.
Show File Layouts button
Click to view a printable version of the uploaded
file. Shown for each setup item...
Sequence Number, Field Label, Required (Y/N), Maximum
Length, Comment, and Date Format (if a date).
Grid Fields (List of Files)
The grid provides a list of files that have been
uploaded previously and contains the following information about each
file:
Description
Description of the file and a link
The link opens another page that shows the uploaded data in a grid.
The data that appears in the grid depends on the Upload Type selected
when the file was uploaded. Each line in the grid can be deleted using
the Delete icon 
to the uploaded data.
Type
Upload Type selected for the file.
User
User who uploaded the file.
Uploaded
The date and time that the file was uploaded.
Delete
Click the delete button to delete the uploaded
file.
Upload File Fields
File to upload
Click the Choose
File button to select the file to upload.
Upload Type
Use the drop-down box to select an upload type.
Upload types
ABA Accounts
Amenities
Amenity to Unit
Balances
Building
Calendar
Cancel/Denial Code
Demo. Definitions
Fee
Fiscal Periods
Income Code
Lease
Lease Changes
Lease Type
Leasing Agent
Marketing Source
Memo Detail
Memo Form Detail
Memo Form Header
Move Out Code
Occupant
Occupant Demographics
Property
Rentable Item
Rentable Item Space
Suite
Suite Type
Tenant
Unit
Unit Type
Unit Type Pricing
User Table Values
User Tables
Description
After you select a file to upload, the description
defaults to username upload,
for example, MaryJ upload. You
can edit this description.
Upload File
Click this button after completing the fields
on the page to upload your selected file.
Upload Data > (Filename) Fields
To access the page, select Data
Transfer—Upload Data—file link
When you click a link
in the Description column for
an uploaded file (on the Upload Data page), the grid shows the data in
the file and allows you to edit the data so that it can be validated and
then finalized.
The columns on the grid vary based on the Upload Type
of the file.
The buttons that appear on the page depend on the state
of the data on the page.
Validate Data
Click this button to validate the data in the
file that you want to finalize. Exceptions in the data must be corrected,
and then the Finalize button will appear.
Print Exceptions
Click this button to print an Upload Data Exceptions
report to help you correct exceptions in the data file that you want to
finalize.
Reset
This button appears when you are editing fields
in the data file. If desired, click this button to discard all changes
you made when editing.
Save Changes
When you are finished correcting exceptions in
the data file, click this button to save changes. The Validate
Data and Print Exceptions
buttons appear.
Procedures
To Upload and Finalize a File
- Click Upload
File. The
Upload File page opens.
- Click Choose
File. The Open window appears.
- Browse
to the file you want to upload and then click Open.
The file name of the file you will be uploading appears next to the Choose
File button.
- Select Upload
Type from the drop-down list.
- Accept the default
Description or click in the field
and edit the description.
- Click Upload
File. A confirmation message appears. Click OK.
- Go to Data
Transfer – Upload Data
and click on the file you uploaded.
- If there are no exceptions,
the Finalize button appears (go
to step 9, below).
If there are exceptions, the Validate
Data and Print Exceptions
buttons appear at the bottom of the page. Correct the exceptions:
- You can print
a list of exceptions using the Print
Exceptions button. You can also hover the mouse pointer over the
red X in a field to see the exception.
- Correct all exceptions:
- Click in
a field to edit the field. The field will show that it was edited by displaying
a red triangle in upper left corner, and the Save
Changes and Reset buttons
become available.
You can also use the Delete
button to delete a row, and the Reset
button to discard all of your changes.
- Continue
editing fields to correct all exceptions.
- When finished
editing, click Save Changes, and
then the Validate Data button
appears.
- Click Validate
Data. If there are still exceptions, the Validate
Data and Print Exceptions
buttons appear again.
- Continue to make
corrections until you can click Save
Changes, then ValidateData, and the Finalize
button appears. When the Finalize button appears, this means that the
changes you made to the exceptions were validated by the system.
- Click Finalize
to upload the file. The file no longer appears in the Upload Data grid.
See Also
Data
Transfer Overview
Effect
of Permissions on Upload Data