Intacct Real Estate
Intacct Real Estate
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Properties Import Validations

📌 Overview

When importing Properties 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. Entity ID ${entityId} does not match the record in the Company module for Property ID ${propertyId} and Property Name ${propertyName}.

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

  3. Department ID ${departmentId} does not exist or is inactive in the Company module.

  4. Class ID ${classId} does not exist or is inactive in the Company module.

  5. Property Name ${propertyName} already exists in the Real Estate module.

  6. Property ID ${propertyId} already exists in the Real Estate module.

  7. Property Name ${propertyName} is linked to another Property ID in the Company module.

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

  9. ${propertyType} is inactive as a ${type}. Update the ${type} options in My Preferences.

  10. Property ID ${propertyId} must include at least 1 address and no more than 10.

  11. Property ID ${propertyId} must include at least 1 square footage record and no more than 10.

  12. Property ID ${propertyId} must include a square footage record of type "Total".

  13. Property ID ${propertyId} must include at least 1 charge control record and no more than 100.

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

Workbook: Late Charges

  1. Property ID ${propertyId} does not exist or is inactive in the Real Estate module.

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

  3. Property ID ${propertyId} exceeds the maximum limit of 3 steps for Late Charges.

Workbook: Management Fees

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

  2. Manager Name ${managerName} does not exist or is inactive in the Company module.

  3. Management Fee must include both Expense Debit and Payable Credit fields.

  4. The End Date of the Management Fee must be later than the Start Date.

  5. Vendor ID ${vendorId} does not exist or is inactive in the Accounts Payable module.

Workbook: Checklist

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

Workbook: Tax

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

✅ 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.