How to import your renovations?

Renovations can be subject to property units and buildings. It is highly recommended that unit and building renovations are imported in separate sheets, where they are tied to a building or a unit by corresponding building or unit ID’s.

Import building renovations

Certain headers are mandatory in order to import a renovation, but additional details can also be imported by optional headers.

Mandatory headers

In addition to sufficient information to link a renovation to a building (see Overview), importing a renovation requires also the following mandatory fields.

Column title
Description
Allowed values
Part The subject of a renovation automation system, balcony, base floor, cooling system,  electric installations, external wall, facade, fire protection system, heat distribution, heating system, interior, lift, other, roof, site work, substructure, superstructure, ventilation, water & sanitation, window
Renovation The type of renovation* Part change, Miscellaneous repair, Mortar joint repair, Facade painting, Window fences, and frames painting, Window sealing, Roof painting
Year The year a renovation takes place Integer

* Attempting to import a renovation with an incompatible part will not raise an error, but the renovation is changed to Miscellaneous repair. Furthermore, importing a renovation for a non-existing part will not raise an error, but the renovation is changed to Part change (thus creating the part).

Optional headers

Column title
Description
Allowed values
Description Free text field for the description of the renovation. Any string
Cost The cost of a renovation Integer

Import unit renovations

Certain headers are mandatory in order to import a renovation, but additional details can also be imported by optional headers. A unit renovation is updated if a unit renovation is already found in the database, where the unit ID, part, and renovation year are equivalent.

Mandatory headers

Column title
Description
Allowed values
Unit ID The ID of a unit subject to a renovation String
Unit Part The subject of a renovation Bathroom, Kitchen, Unit heating system, Unit door, Unit balcony, Unit window, Unit electrics, Interior surfaces, Other
Unit Renovation Year The year a renovation takes place Integer

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

Optional headers

Column title
Description
Allowed values
Unit Renovation Description Free text field for the description of the renovation. Any string
Unit Renovation Cost The cost of a renovation Integer
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 an organization key and the 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 a parent/child organization and the user should be a part of the organization too otherwise row will be skipped.

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