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.