This article will explain how you can upload your units in bulk into HappyCo for properties that have been set up without a PMS integration.

To speed up the process, it is recommended that you use an up-to-date copy of your rent roll file to prepare the csv upload.

Below is an interactive step-by-step tutorial you can follow:

Step by step guide:

• Log in and select the particular Property from the property selection at the top menu

• Click Units & Areas on the left-hand side

• Click the overflow menu (three vertical dots) on the right side

• Click Download CSV Template

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

To complete the Excel file, fill out each field with the following data:

• externalid (optional): you can set up your unit with an optional unique reference ID
• building: the internal building ID where the unit is located
• floorplan: the unit's floor plan
• street number and name: the street number and street name for the Property
• city: the city the Property is located in
• state: the state the Property is located in
• country: the country the Property is located in
• postcode: the zip code the Property is located in
• notes (optional): any specific notes you want to add about the unit

NOTE (1): There must be no duplicate units in the list, you will need to remove any duplicates otherwise the import will fail.

NOTE (2): if you are using an older version of the CSV upload template, we must download the latest CSV upload template as a few fields have changed. To successfully import your units, you will need to fill out the information as described above.

Once you’ve included the required data in the CSV file that you’d like to add for the Property, follow these steps:

• Save this spreadsheet and then go back to Units & Areas

• Click the overflow menu (three vertical dots) on the right-hand side

• Click Import Locations

• Click the Select a file field to upload your CSV file

• Click Import Locations at the bottom of the screen

• Once the import is completed, you’ll receive a notification that your import has been successful

• Now, you’ll see all of the units have been added to the Property.

You can now go into your Property to add a photo and add or edit information as needed.