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Updated over 4 years ago on . Most recent reply

User Stats

10
Posts
6
Votes
Alexandra Page
  • Residential Real Estate Broker
  • Southborough, MA
6
Votes |
10
Posts

Buildium data import

Alexandra Page
  • Residential Real Estate Broker
  • Southborough, MA
Posted

I am in the middle of converting to Buildium. The source data is in Quickbooks, from a company that has had various staff over the years using fields inconsistently (tenant info, alternate mailing address, y/n owner occupancy, etc.) 

I’m trying to get the associations & association owners uploaded as quickly as possible to start using the software this quarter. 

Two questions: 

1. How relevant is master deed address, for example a townhome known as 28 Canterbury Way BUT per the deed it’s 28 Canterbury H31. The owners don’t use this H31, but it’s on the master deed, should this be put in Buildium for unit even though 28 is the common address?  

2. Any other tips/general rules of thumb for moving from QB to Buildium? I have been doing QB export to CSV & then retrofitting the Buildium templates with the data from the CSV file (it just doesn’t all flood in correctly) 


Any help would be appreciated! 


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