Core data | Import

Content

• Introduction
• ERP interface
• No ERP interface
• Import with CSV file
• Import process in the Cockpit
• Notes on using the CSV file
• Further support

Introduction

In this article, we explain the core data import. To ensure that every app user can see the content intended for them, the following must be defined during implementation:

• What content should be visible for which units or offices?
• Which Service Center requests should be assigned to which unit?

The basis for this is the storage of core data in the Allthings Cockpit. The storage of core data can be done either manually, via a CSV import, or via an ERP interface.

ERP interface

If an ERP interface is implemented as part of your project, we congratulate you: you do not have to manually prepare any data, but only the ERP interface with your implementation specialist.

No ERP interface

If, on the other hand, your core data is maintained manually, we ask you to work very carefully here: Check the data, apply changes directly, and achieve the best possible benefit for your app with regular updates. With a CSV import, you can efficiently upload core data including tenant information to the Allthings Cockpit. This facilitates the management of properties, buildings, units, and rental periods.

Import with CSV file

To prepare the import, please use the provided template:

• DE_Template_Masterdata-Upload.xlsx
• EN_Template_Masterdata_Upload.xlsx

This template helps you to structure the required data correctly.

Import process in the Cockpit

1. In the Cockpit, navigate to the Core data area.
2. Click on Import data.
3. Upload your prepared CSV file.
4. Map the columns of your CSV file to the corresponding fields in the core data structure.
5. Start the import process.

After a successful import, the new properties, buildings, and units are displayed under Core data. If tenant information is included, it is assigned to the corresponding rental periods. Tenants with email addresses appear under "All tenants" in the Tenant management, where you can perform further actions.

Notes on using the CSV file

Mandatory fields

• Property name
• Building name
• Unit name
• Object type (e.g., apartment, office, miscellaneous)
• Street
• House number
• Postal code
• City
• Country
• Start of rental period
• Tenant type (only for commercial objects)

Optional fields

• Tenant information such as name, email address, or phone number
• Registration code (if not specified, it is generated automatically)
• End of rental period
• Type of use ("Rental" or "Ownership"; is automatically set to "Rental" if the field is empty)

To assign multiple tenants to a rental period, duplicate the corresponding row and add the relevant information (e.g., different email addresses). The system automatically recognizes that it is the same rental period.

Formatting notes

• Use either a comma (,) or a semicolon (;) as a separator in the CSV file.
• Dates (e.g., for rental periods) must be in the format DD.MM.YYYY or YYYY-MM-DD (e.g., 23.12.2019 or 2019-12-23).
• Avoid formatted cells (e.g., no Excel functions).
• Without entering an email address, no registration code is generated.

Notes for commercial properties

When importing tenant information for commercial properties, please note:

• The name of the commercial tenant must be entered in the Name column.
• The Tenant type column must be marked with a C.

This information is stored in the Cockpit feature Commercial tenants.

Further support

For detailed instructions, we recommend our video tutorial on core data import. If you do not have the required permissions to access the Cockpit feature Core data, please contact your team admin or your Customer Success Manager.