Importing occupants from a spreadsheet

How to bring a list of occupants in from a CSV file, what the columns are, and what the preview tells you before anything is created.

This is for property owners and their staff. It is under Occupants, as Import occupants from a spreadsheet.

A spreadsheet is how a list of people gets into Parken Lot. It works from any system that can export one — your property-management software, a rent roll, a list somebody keeps by hand.

The file

A CSV file. The first row names the columns, in any order:

ColumnNeeded?
name, or first_name and last_nameYes
emailRecommended — it is how duplicates are spotted
phoneOptional
unitOptional
plate and stateOptional

What happens before anything happens

Every row is shown back to you with what would become of it — Added, Skipped, or Fix this — and nothing is created until you say so. Read that list. It is the cheapest moment to find that a column is in the wrong place.

  • Existing occupants are never changed. Somebody whose email address is already an occupant here is skipped, not overwritten.
  • At most 500 rows at a time. A longer list goes in parts.
  • Spaces are not assigned by the import. It creates people; assigning them a space is a separate decision, made the same way as for anybody else.

Inviting them

Tick the box to email each new occupant an invitation to set up their account. Without it they exist in your directory and know nothing about it, which is what you want when you are building the list before a lease-up.

No system connects directly

No property-management system — AppFolio, Yardi, Entrata, RealPage, ResMan, MRI, Buildium, DoorLoop, Rentec Direct or any other — can be connected to Parken Lot with a key today. Export the list and bring the file in. See Does Parken Lot connect to AppFolio or Yardi?

Does this answer it?

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