Bulk Imports: Tenants

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Paul Schneider
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Format Information for Bulk Import

Before you can upload a spreadsheet of your users to Prism, it must be formatted based on the guidelines below. You'll also need to download the Tenant Companies Bulk Import Template CSV file available via the modal when selecting Tenant Companies.

Acceptable formats include CSV and XLS.

 

Guidelines for Bulk Import

Field Name

 

Explanation

 

What’s Allowed

 

Example

 

Building Name (Required)

The name of the building or property the tenant belongs to.

You must match to an existing property in Prism.

Building or Property name must match exactly how it appears.

You can associate a tenant to multiple buildings by entering the same tenant name + tenant ID per building.

1 Post Office Sq

See below for multi-building tenant

Tenant ID1

This field can be set with an ID of your choosing.

Use it in subsequent imports to update existing records OR to specify the same tenant in multiple buildings on initial import.

100 character limit, no spaces.

123456abcd

Tenant Name (Required)

The name of the Tenant.

N/A

Pendant Publishing

Suite ID1

This field can be set with an ID of your choosing. Use it in subsequent imports to update existing records.

 

100 character limit, no spaces.

123456abcd

Floor2

The floor the tenant is on within the building.

The floor name will also be used as the floor label in the Space Management Stack Plan.

  • You can use an existing floor in the stack plan or if the floor does not exist, it will be created in Space Management.

  • NOTE: The Stack Plan in Space Management has a 4 character limitation for the label.

  • 10

  • 1st Floor

  • LL

  • -1

Suite

The suite name or number for the tenant in the property

  • 100 character limit.

  • You can specify the suite as a number or name.

  • If no suite exists, it will be created as long as the floor is present.

  • 101

  • Suite 101

  • Suite101

 

Address 1 (Required)

The address of the tenant.

 

  • This can be a new address that is different from the building or property address the tenant is located in.

  • 123 Any Road

  • 123 Any Rd

Address 2

The address of the tenant.

N/A

  • 14th Floor

City (Required)

The city the tenant’s address is located in.

  • Cities in the USA or International are allowed

Boston

State (Required)

The State or Province the tenant’s address is located in.

  • States in the USA or International

  • MA

  • Massachusetts

Zip (Required)

The zip code or country code the tenant address is located in.

  • For international addresses, the country code can be specified here.

  • 02110

  • ANA NAN

  • AANANAA

SF

The total square footage of the property or building.

Specify only as a numerical value

  • 1000

 

Multi-Building Tenant Example

*Building Name

 

Tenant ID

 

*Tenant Name

 

[Additional Fields]

 

1 Post Office Sq

1234

Building Engines

75 State St

1234

Building Engines

 

Known Issues or Limitations

Issue or Limitation

 

Comment

 

1 Suite ID and Tenant ID are currently required, they will be made optional.

N/A

Do not save your spreadsheet as a CSV file if it contains lots of UTF-8 characters, such as the accented é in resumé. (Other examples of these "extended" characters include ñ, ü, superscripts, fractions, and currency symbols other than the U.S. dollar, such as the euro symbol €.) Instead, save your file as an XLS.

N/A

2 Floors in the stack plan will be created in the order of how they are presented in the CSV/XLS.

  • IE if your first row has a floor value of 16 and your second row has a floor value of 1, the stack plan will show floor 16 as the first floor.

The importer will be updated so that you can only match to an existing floor due to the limitation in how we sort floors on the stack plan.

Floors are created with no label thus causing the suites to also not be created, only the last record in the CSV has the actual floor and suite set in their tenant profile

N/A
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