Imports allow you to bulk import data for multiple companies, members, leads, contacts, spaces, amenities, property holiday schedules, charges (quick trans), amenity charges, telephone numbers, contracts, or voice services at one time. Using the import function saves you time when you need to enter multiple records into Kube.
When you import data, there are certain dependencies that you must take into account for your imports to be successful. Before you import data for one of the categories below, ensure that you have entered or imported the items in the Dependencies column. This article describes those dependencies. For more information about the steps you complete when importing data, see Importing data into Kube.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
You must complete the System Settings onboarding tasks before importing any data.
Data import dependencies table
The table below lists the dependencies you must complete in Kube before you can complete the import listed.
Import Category | Dependencies |
Companies | Properties, internal users, company and user types (for both the company and the primary contact) |
Members | Properties, companies, internal users, user and company type, majors and minors |
Leads | Properties, companies, internal users, company and user type, majors and minors |
Contacts | Properties, companies, internal users, company and user type |
Spaces | Properties, charge codes, tax codes |
Amenities | Properties, charge codes, tax codes, space groups |
Holiday Schedules | Properties |
Charges (Quick Trans) | Properties, companies, charge codes |
Amenity Charges | Properties, amenities, companies, charge codes |
Telephone Numbers | Properties |
Contracts | Properties, company, contract types, custom charge codes, tax codes, amenities, leads, members |
Voice | Properties, companies, internal users, amenities, members |