Streamline clients can now upload owners contract details into RevMax. Steps for this process:

INSIDE STREAMLINE:

• From the Streamline Main menu → Reports → Owner Contract Details
• Select to EXPORT that file (it will be an Excel format by default)
• Save it as a CSV file format

INSIDE REVMAX:

• Submit a ticket to request the ability to “Upload Owner Contract Details”

• Once that step is completed by a RevMax team member, you can continue with the steps
• Go to RevMax → Home Settings
• Click on Import Owner Contract Details

• Then Select the CSV file to import 
• Next, click on units to show the unit’s tab and select Owner Contracts tab
• Then review the Contract Details in the column on the Home Settings Page:

Notes:

• This is only available to Streamline partners since files come only from Streamline.
• Since there are no names on Streamline import file, the imported contract will not have an assigned owner.
• If there is a contract with overlapping date ranges, the dates will not import or show an error message. Those contract dates would have to be fixed in Streamline.
  
  
  
  
  

  For more information on this topic, we invite you to visit our online classroom at RevMax Learning.  https://revmax.growlms.com/#/login