In this Help Article, we show you how to bulk import your properties on the Happy Manage web application (log in at happy.co). Depending on how your account is set up, you'll be able to import Units for Multifamily Housing and Properties for Single Family Housing.

 

To start:

  1. Log in by going to happy.co and select the Property from the dropdown menu (top left)

  2. Click Units & Areas on the left hand side

  3. Click the overflow menu (three vertical dots) on the right hand side

  4. Click Download CSV Template

  5. Once it’s downloaded, open it and you’ll see an Excel file with various columns

unit-import-next-gen.png

I’ll quickly explain what information should go in each column.

  • externalID: There’s no need to enter any information here, this is something we use on our end.

  • building: your internal building ID

  • floorplan: floor plan

  • notes: add any notes you would like attached to this property. For example, your internal # for the property or a Key #

  • line1: street address

  • line2: unit or property #, such as Unit 1 or Apartment A.  This field must contain a value.

  • city: city

  • state: state

  • postcode: zip code

  • title: name of the contact you’d like to add, such as Owner or Tenant, and then add the corresponding contact information for Name, Email, and Phone

NOTE: With the exception of the Notes and ExternalID fields, all fields are mandatory. 

Once you’ve added all the data to this Excel file that you’d like to add to your account, follow these steps:

  1. Save this spreadsheet and then go back to Happy Manage

  2. Click the overflow menu (three vertical dots) on the right hand side

  3. Click Import Locations

  4. Click the Select a file field to upload your CSV file

  5. Click Import Locations at the bottom of the screen

  6. Once the import is completed, you’ll receive a notification that your import has been successful. Now, you’ll see all of the properties have been added to your account.

NOTE: If an error occurs due to missing fields or duplicate rows, the import will not process.

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You can now go into any property to add a photo, and add or edit information as needed.

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