Imports

The Imports page lets you load data into your OMC in bulk from CSV files. It is most useful during initial setup, when you have existing records in a spreadsheet or a previous system.

The easiest way to create your import files is to download the Excel setup template from the OMC form (Setup action → Download Template), fill in your data, and export each sheet as a CSV. You can also build your own CSV directly — the importer maps columns to fields by header name, so matching the expected column names will auto-map most fields without any manual configuration.

Tip

Get your file as close as possible to the required format before uploading. The column-mapping step can handle mismatches, but the more you have to map manually the easier it is to introduce errors.

Using AI to prepare your data?

See Imports with AI for prompts that validate your template or convert data from a previous system, plus guidance on which AI tools to use and GDPR requirements for uploading member data.

Import History

If you have run any previous imports of this type, a table will appear showing the import history — including the date, status, number of rows processed, and any errors encountered.

How much history to import

Importing the complete transaction history of every unit and supplier is rarely worth the effort and is usually where migrations become unwieldy. The practical target is the outstanding transactions as at the transfer date — not everything, just what is still open.

For both debtors and creditors, the best starting point is the aged receivables / aged payables report from the previous system as at the transfer date. This lists exactly the transactions that are still outstanding — typically a fraction of the full history — and is usually the right set of rows to import.

For debtors, importing the individual outstanding charges and credits means members can see their full statement online and understand exactly what they owe and why.

For creditors, importing the individual outstanding invoices means each one can be paid individually when the time comes — payments are matched against specific invoices rather than against a single unbreakable lump sum.

A single lump-sum opening balance per unit (e.g. “Arrears b/f”) or per supplier (e.g. “Opening Balance”) is always a safe fallback if the aged report is unavailable or too messy to work with cleanly.

In all cases, the trial balance provides the figures to reconcile against.

Unit Import

Importable fields: Unit Name, Unit Address, Type, Category, Unit Size, Bedrooms, Floor, Car Spaces, Area, Core, Unit Notes, and per-schedule percentage columns.

Contact Import

Importable fields: Unit (links the contact to a unit), Title, First Name, Person Last Name, Email, Phone, Address, Notes, Role, From Date, To Date, Entity Type, Contact Type, and IntegrationId.

How To

For step-by-step walkthroughs of running each import type, see Creating an OMC.