1. Manually Add Units

Navigation: Community Level > Units > Unit Details

On the pop-up screen, enter the necessary information relevant to the new unit.

The following are all required fields:

• Block Number
• Unit/Door/Section number
• Name
• Entity Type
  

2. Upload New Units

Navigation: Community Level > Units > Unit Details

Export the units to Excel, then open the downloaded document in Excel.

Add the new units at the bottom of the Excel document as per the yellow in the example below.

The following columns need to be completed with the owner's information:

• Column B: Section Number
• Column C: Unit Number
• Column D: Door Number
• Column F: PQ - If available, this can be added later at Unit - Unit PQ

• Column P: Customer Name - This will reflect on the communication sent from the system
• Column Q: ID, this is optional
• Column R: Email Address is a mandatory field otherwise the owner cannot log in to the owner portal.

• Column S: Client number, ensure that it starts with a 27 and not a 0
• Column T- X: The new owner's contact details if available

• Column Y: Postal Address separated by commas. 

• Column Z-AE: if details are available.
• Column AF & AG: Do NOT insert any information here. 
• Column AH: Rental Agent Email and/or a third email should it be necessary.
• Column AI: Do NOT add customer code, the system will auto-generate this for each unit.
• Column AJ: Customer Name - This is the same name as column P. This will be the name reflected on the customer invoice and statement. 

Once the needed information has been captured at the bottom of the sheet, navigate back to WeconnectU and click on Buld Edit Units.

Click to upload the template, and select the Excel document saved on the computer.

The system will pick up if there are any duplicates and it will be indicated on the Pop_up should there be any.