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A maintenance i subject to a property unit and it is highly recommended that maintenances are imported in a separate sheet, where they are tied to a unit by the corresponding ID. Certain headers are mandatory in order to import a maintenance, but additional details can also be imported by optional headers.

If a unit ID, date and type are imported via Excel, but the corresponding values are already in the database, the existing maintenance is updated.

Mandatory headers

Column title DescriptionAllowed values
Entity IDAn entity ID of the corresponding entity type subject to the maintenanceString
Entity TypeType of entityPROPERTY_UNIT, PROPERTY_BUILDING, PROPERTY_GROUP
Maintenance costCost of the maintenanceNumber
Maintenance dateDate of a maintenanceDate
Maintenance typeType of maintenanceAdministration, Balcony, Bathroom, Bricklaying, Carpenter, Chimneys, Cleaning, Doors, Drainage & Groundworks, Electrician, Electricity bill, External wall,  Fitter/Cleaner/Handyman/PlastererRepairs, Floorer, Gas & Heating, Glazier, Heating bill, Insurance, Interiors, Lift, Management charge, Misc, Operation and maintenance, Outdoor maintenance, Plumber, Property tax, Rent, Repairs, Roofer, Safety & Security, Sitework, Waste management, Water and wastewater.

* Attempting to import a maintenance with an incompatible part will raise an error and the row will not be saved in the database.

Optional headers

Column title DescriptionAllowed values
Maintenance descriptionFree descriptionString

Portfolio id

The id of the portfolio where the building should be imported.

If the portfolio id is set Organization key header became mandatory otherwise row will be skipped.

The portfolio id should exist within the organization used as organization key and user should be a part of the organization too otherwise row will be skipped.

Integer

Organization key

The key of the organization where the building should be imported.

If the Organization key is set Portfolio id header became mandatory otherwise row will be skipped.

The Organization key should exist as parent/child organization and user should be a part of the organization too otherwise row will be skipped.

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