📌 Overview
When importing Units 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
-
Property ID
${propertyId}does not exist or is inactive in the Company module. -
Property ID
${propertyId}does not exist or is inactive in the Real Estate module. -
Unit ID
${unitId}must include a Property ID. -
Unit Name
${unitName}must include a Unit ID. -
Unit ID
${unitId}exceeds the 20-character limit. -
Unit Name
${unitName}is linked to another Unit ID in the Real Estate module. -
Unit Name
${unitName}is linked to another Unit ID in the Company module. -
Unit ID
${unitId}already exists in the Company module. -
${unitClass}does not exist as a${type}. Update the${type}options in My Preferences. -
${unitClass}is inactive as a${type}. Update the${type}options in My Preferences. -
Unit ID
${unitId}must include a square footage record of type "Total". -
${squareFootageType}does not exist as a${type}. Update the${type}options in My Preferences. -
${squareFootageType}is inactive as a${type}. Update the${type}options in My Preferences.
Workbook: Utilities
-
Unit ID
${unitId}does not exist or is inactive in the Company module. -
Utility
${utility.name}does not exist or is inactive as a${unitUtility}. Update the${unitUtility}options in My Preferences.
✅ 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.