
Administration: Data imports into the customer portal
-
As the property manager, you are responsible for inviting users to the customer portal so that they can subsequently log in to the portal and view their consumption data.
In order to invite users to the customer portal, their contact details (e.g. email addresses and phone numbers ) must be stored there. The initial maintenance of e-mail addresses can be very time-consuming, especially for large property management companies. To make it easier to enter e-mail addresses in the customer portal, it is possible to import them via an .xlsx file.
As you are importing data into the database, there are a few things to bear in mind when importing.
All properties of your customer numbers are displayed in one file.
Only property management admins are authorised to carry out this upload.Initial situation & preparation of the data
Please note the following :
1. The order of the columns must not be changed under any circumstances.
2. Data in the real system will be overwritten. This process cannot be undone! (Tip: Please keep the original file separately as a backup)
3. It is permitted to delete entire rows in Excel.
4. Do not delete individual cells, otherwise the order of the Excel file will be shifted. The deletion of individual contents is permitted.You should note the following:
- All properties of your customer numbers are displayed in one file.
- You can upload your respective properties separately. (Tip: Delete all other lines, otherwise they will be reset or overwritten).Format specifications:
- Please insert email addresses in the following format: name@beispiel.text
- When inserting the telephone number, make sure that it has a valid dialling code, e.g. +43, and corresponds to the following format: +431234567Data import
As a property management admin, you have permission to perform an import:
- Navigate to the "Administration" page
- Here you have the possibility to perform the import. On this page you will also find the reference to this help, so that no error happens when uploading the user data.
- Prepare the .xlsx file as described above and click ".xlsx upload".
- A warning message will appear, once again referring to the current help page to ensure that the data is uploaded in the correct format.
- Confirm the import only if you have entered the data in the correct format.
You have the option to update all email addresses (all email addresses will be imported, existing ones will be overwritten if necessary) or to add only empty ones (existing email addresses will not be overwritten).