LotWize

Import

The Import tool lets you bring in large amounts of data at once instead of typing everything by hand. Upload a spreadsheet of members, vendors, or financial data, and LotWize maps the columns for you.

Import

What It Does

The Import tool lets you bring in large amounts of data at once instead of typing everything by hand. Upload a spreadsheet of members, vendors, or financial data, and LotWize maps the columns for you.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: Prepare Your Spreadsheet

Make a CSV or Excel file with clear column headers like "First Name," "Last Name," "Email," "Unit Number," and "Dues Amount." Each row should be one member or record.

Step 2: Upload the File

Go to "Import" in the sidebar and pick what you are importing: members, vendors, or financial data. Drag your file onto the upload area or click to browse.

Step 3: Map the Columns

LotWize shows your column headers and asks you to match them to LotWize fields. For example, map your "Email" column to the LotWize "Email" field. When everything is mapped, click "Import."

Common Issues

Q: Some rows failed to import. Why? A: Check the error report. Common problems are duplicate emails, missing required fields, or wrong date formats. Fix the spreadsheet and re-upload just the failed rows.

Q: Can I undo an import? A: Yes, for 24 hours. Go to Import History and click "Revert" if you made a mistake.

Pro Tips

  • Always back up your data before a big import.
  • Test with 5-10 rows first to make sure your mapping is right.

Need Help?

Contact support at support@sanafai.com

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