Intacct Real Estate
Intacct Real Estate
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Leases Import Validations

📌 Overview

When importing Leases records into SIRE using the Self-Serve Data Import Tool, the system automatically runs a set of validations to ensure data accuracy and consistency before saving it.

If any record fails one or more validations, the import will not be processed for any record, and the system will send an email notification to the end user. This email includes the specific error message(s) so the user can correct the data and re-import it.

These validations vary depending on the workbook being used for the import.

📂 Validation Groups by Workbook

Below is the list of system validations, grouped by the workbook they belong to.

Workbook: Required Tabs

  1. Property ID ${propertyId} does not have any associated units. Please add at least one unit before creating a lease.

  2. Property ID ${propertyId} does not exist or is inactive in the Company module.

  3. Tenant ID ${tenantId} does not exist in the Order Entry module.

  4. Tenant ID ${tenantId} is inactive in the Order Entry module.

  5. Primary Tenant ID ${tenantId} must be included in the list of tenants associated with this lease.

  6. The following Unit IDs were not found in the Company module: ${unitID}.

  7. Primary Unit ID ${unitId} must be included in the list of units associated with this lease.

  8. Unit ID ${unitId} cannot be associated with Recurring Charge ${itemId}.

  9. Recurring Charge Item ID ${itemId} is not configured in the Property Charge Controls.

  10. Tenant ID ${tenantId} cannot be associated with Recurring Charge ${itemId}.

  11. Square Footage Type ${squareFootageType} for Recurring Charge ${itemId} is not configured in the Property Square Footage Types.

Workbook: Recovery Templates - Assignment

  1. Recurring Charge ${itemId} for Unit ID ${unitId} and Tenant ID ${tenantId} is already assigned to the Recovery Template ${recoveryTemplate}.

  2. Lease Name ${leaseName} does not exist in the Company module.

  3. Recurring Charge ${itemId} for Unit ID ${unitId} and Tenant ID ${tenantId} does not exist for this lease.

  4. Recovery Template ${recoveryTemplate} does not exist in the Real Estate module.

  5. All Expense Categories must have the same Manual Percent when the calculation method is ${RECONCILE_BASE_YEAR} or ${RECONCILE_STOP}.

  6. All Expense Categories must have the same Unit Sq Ft when the calculation method is ${RECONCILE_BASE_YEAR} or ${RECONCILE_STOP}.

  7. All Expense Categories must have the same Property Sq Ft when the calculation method is $RECONCILE_BASE_YEAR} or ${RECONCILE_STOP}.

  8. The Base Year and Base Amount must be specified when the calculation method is ${RECONCILE_BASE_YEAR}.

  9. The Stop Method and Stop Amount must be specified when the calculation method is ${RECONCILE_STOP}.

  10. The Stop Sq Ft Type must be specified when the stop method is ${DOLLARS_PER_SF}.

  11. The Cap Type and Cap Value must be specified together.

  12. The Recovery From Date must be earlier than the Recovery To Date.

Workbook: Late Charges

  1. Lease Name ${leaseName} does not exist in the Company module.

  2. Late Charge Description exceeds the 500-character limit.

  3. Lease Name ${leaseName} exceeds the maximum limit of 3 steps for Late Charges.

Workbook: Historical Deposits (review Import Historical Deposits document)

  1. Lease Name ${leaseName} does not exist in the Company module.

  2. Tenant ID ${tenantId} is not associated with this lease.

  3. Unit ID ${unitId} is not associated with this lease.

  4. ${depositType} does not exist as a ${type}. Update the ${type} options in My Preferences.

  5. ${depositType} is inactive as a ${type}. Update the ${type} options in My Preferences.

  6. Item ID GL Account Number ${itemIdGlAccountNumber} does not exist or is inactive in the General Ledger module.

  7. GL Account Number ${itemIdGlAccountNumber} does not exist or is inactive in the General Ledger module.

  8. Bank ID ${bankId} does not exist or is inactive in the Cash Management module.

Workbook: Checklist

  1. Lease Name ${leaseName} does not exist in the Company module.

Workbook: Insurance

  1. Lease Name ${leaseName} does not exist in the Company module.

  2. ${insuranceType} does not exist as a ${type}. Update the ${type} options in My Preferences.

Workbook: Clauses

  1. Lease Name ${leaseName} does not exist in the Company module.

  2. Property ID ${propertyId} does not exist or is inactive in the Company module.

  3. Unit ID ${unitId} is not associated with Property ID ${propertyId}.

  4. ${leaseCategory} does not exist as a Lease Category. Update the Lease Category options in My Preferences.

  5. Note exceeds the 1000-character limit.

Workbook: Percentage Rent - Setup

  1. Lease Name ${leaseName} does not exist in the Company module.

  2. As Charges was selected as Sales Base, there must be at least one recurring charge marked as Subject to Percentage Rent.

  3. Since Charges was selected as the sales base, at least one recurring charge must be marked as Subject to Percentage Rent.

  4. Since Cumulative was selected as the breakpoint method, the Tenant Fiscal Year End must be specified.

  5. Since Cumulative was selected as the breakpoint method, the Next Date cannot be later than the Tenant Fiscal Year End.

  6. Since Amount was selected as the sales base, the Sales Base Amount must be specified.

  7. Units for sales base charges must be included in this lease.

  8. Cap Amount must be specified.

  9. Item ID ${itemId} does not exist or is inactive in the Order Entry module.

  10. At least one Breakpoint record must be specified.

Workbook: Percentage Rent - Sales Entry

  1. Lease Name ${leaseName} does not exist in the Company module.

  2. Tenant ID ${TenantId} is not associated with the lease.

  3. Unit ID ${unitId} is not associated with the lease.

✅ Best Practices for Avoiding Errors

  • Download the latest template before preparing your data to ensure compatibility with the current import format.

  • Review the Data Requirements and Validations/Dependencies in the template to ensure data accuracy and prevent validation errors.

  • Delete the first two rows and the first column (which contain field validations) before importing records to ensure a successful upload.

  • Cross-check all reference IDs (Entity, Department, Class, Property, Vendor, Manager) in both Intacct and SIRE to confirm they exist and are active.

  • Keep text entries within the defined character limits specified in the template.

  • Complete all mandatory fields before importing to avoid upload errors.