Import Owner History
Two prior years worth of Owner history and balance from a different software can be imported to the owners ledger if imported using the proper format. Imported history will have a gray shading to easily differentiate imported versus transactions created in TOPS [ONE].
Before You Start
In order to import owner history and balances, you must have the Owner ID's used to import the owners/properties. Without these, the history cannot be imported.
If previously using TOPS Pro, the Owner ID's will be in the Properties.csv file.
Accounts with balances dated prior to what is displayed should be accessed from your previous TOPS platform for a full history of transactions.
Add legacy history to the sample file OwnerHistory.csv .
DO NOT MAKE ANY CHANGE THE HEADER ROW.
Step By Step
1. Click Portfolio then Communities. Select the community to work in.
2. Click Action then select Import Owner History
3. (Optional) To import the owners balance, click Create then enter the Beginning Balance date.
4. Click Select Files to import the Ownerhistory file with your information already filled out.
Once you see the green 100% bar, click Close.
Once the history has been successfully imported, a notification in the bell will notify you to the completion.
Click the notification to download the files with the errors. Fixes can be made straight on the same file, and reuploaded when the errors are corrected.