We’ll 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, you'll need to have Admin or Process Manager role permissions. Then:

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

2. Click Units and Areas on the left hand side

3. Click the three dot icon on the right and next to New Location

4. A small window will open, click the link to download CSV template

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

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

• Building ID: 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 #

• Line 1: street address

• Line 2: unit or property #, such as Unit 1 or Apartment A

• Locality: city

• Province: 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

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

1. Log in by going to www.happy.co and select the Property from the top left dropdown
2. Click Units and Areas on the left hand side
3. Click the three dot icon on the right and next to New Location
4. A small window will open, click the link to Import Locations
5. 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.