Can I import my Tenants?

Modified on Tue, 11 Feb at 9:07 AM


Yes. Tenants can be imported either directly from you customers details on accounts or if they are not already setup on accounts, they can be imported through the tenant’s screen on KEYPrime Property from a spreadsheet.

To import from Accounts:

Go to the Tenants listing screen, click Import, select the Landlord you wish to import your tenant(s) to and click OK. You will then be shown a list of all your customers from which you can select one or multiple records to Import


 


To Import from spreadsheet:

Go to the Tenants listing screen, click on Exp/Imp, select the Import tab and browse to your tenant import spreadsheet. To use this feature, please complete the ‘TenantDetailsImportTemplate’ which can be found in C:\Users\[username]\Documents\Key Prime\Document Templates.









 

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