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.