How to Import Data into FalconPro Real Estate Software: A Step-by-Step Guide

How to Import Data into FalconPro Real Estate Software: A Step-by-Step Guide

Introduction

FalconPro Real Estate Software provides an efficient data import system that allows users to upload and organize essential business information through Excel sheets. The system follows a structured approach using:

  • Blue Sheets: Contains the importable data (e.g., persons, buildings, units, contracts).
  • Green Sheets: Acts as master data reference (cannot be modified during import).

This guide explains the rules and best practices for preparing and importing data into FalconPro Real Estate Software.

1. Understanding FalconPro Import Sheets

Blue Sheets: Importable Data Categories

These contain all the actual data to be imported, such as:

  • Persons: Owners, clients, suppliers, and companies.
  • Buildings: Names, types, and ownership details.
  • Units: Unit numbers, types, and associated landlords.
  • Contracts: Lease agreements, rent details, and installment plans.
  • Areas: Locations and assigned city names.

✅ Only data from the Blue Sheets will be imported.

Green Sheets: Master Data Reference

  • The Green Sheets contain predefined system values (e.g., unit types, area names).
  • Users cannot change or add new values to the Green Sheets.
  • Any required modifications must be requested from FalconPro support.

✅ Copying from Green Sheets to Blue Sheets ensures correct data formatting.

2. Preparing the Import Data in FalconPro

To ensure a successful import, users must follow specific guidelines when filling the Blue Sheets.

A. Filling the Persons Sheet (Owners, Clients, Companies, Suppliers)

  • Enter Full Name (English and Arabic) for each person.
  • Specify whether the person is:
    • Owner (Landlord): Mark “1” under “Owner” and “0” in other categories.
    • Client (Tenant): Mark “1” under “Client” and “0” in other categories.
    • Company (Supplier): Mark “1” under “Company” and “0” in other categories.
  • Country Name: Copy from the Green Sheet (e.g., “United Arabia” instead of “United Arab Emirates”).
  • Contact Details: Mobile number, gender (Male/Female), and other optional fields.

✅ Do not rename or delete columns. Any missing required fields may cause import failure.

B. Filling the Buildings Sheet

  • Enter the Building Name (English & Arabic).
  • If Arabic is not available, copy the English name into the Arabic column.
  • Enter the Landlord Name (Must match the name in Persons Sheet).
  • Specify the Use Type: Residential or Commercial (copy from Green Sheet).
  • Enter the City and Area: Example: If the area is in Sharjah, enter “Sharjah.”

✅ Building names and landlords must be consistent with other sheets.

C. Filling the Units Sheet

  • Enter the Building Name (Must match the Buildings Sheet).
  • Assign a Unit Number or Name (e.g., “101”, “Office 05”, “Shop A”).
  • Specify the Unit Type (Copy from Green Sheet): Flat, Villa, Showroom, Office, etc.
  • Define the Leasing Value (Optional).
  • Specify the Use Type: Residential or Commercial (copy from Green Sheet).
  • Enter Landlord Name (Must match the Persons Sheet).

✅ If the required Unit Type is missing, contact FalconPro support to add it.

D. Filling the Contracts Sheet

  • Enter the Building and Unit Names (Must match Buildings and Units Sheets).
  • Specify the First Party (Landlord Name from Persons Sheet).
  • Enter the Client Name (Tenant from Persons Sheet).
  • Provide Contract Details:
    • Start Date (DD/MM/YY format).
    • End Date (DD/MM/YY format).
    • Rent Amount, Security Deposit, Parking Fees (if applicable).
    • Number of Installments (Mandatory Field). Example: If unknown, enter “4” or “6” (must not be blank).
  • Ensure Date Format is Correct: FalconPro only accepts DD/MM/YY format. Enable date filtering in Excel before importing.

✅ Do not delete or rename any columns. Incorrect formatting will cause import failure.

3. Important Data Formatting Rules

To ensure successful import, follow these formatting rules:

  • ✅ Do NOT delete or rename columns in the Blue Sheets.
  • ✅ Mandatory fields (blue columns) must be filled.
  • ✅ Use copy-paste from Green Sheets for categories like city, unit type, and use type.
  • ✅ Ensure all date fields follow the DD/MM/YY format.
  • ✅ Remove any special formatting from numbers (avoid commas, symbols).

4. Importing the Data into FalconPro

Once the data sheets are properly formatted, they can be imported into FalconPro Real Estate Software.

Steps to Import the Data:

  1. Go to Administration → Data Import.
  2. Select the Import Type:
    • Persons
    • Buildings
    • Units
    • Contracts
    • Areas
  3. Upload the Excel File.
  4. Click “Validate” to Check for Errors.
  5. If No Errors Are Found, Click “Import”.

✅ If any errors occur, review the error message, correct the issue, and re-upload the file.

5. Best Practices for Data Import in FalconPro

  • ✅ Always copy category values from Green Sheets to avoid mismatches.
  • ✅ Keep a backup of the Excel file before importing.
  • ✅ Use correct date formatting (DD/MM/YY).
  • ✅ Ensure all building names, unit names, and landlords match across sheets.
  • ✅ For multi-unit contracts, do not enter data in the contracts sheet. Instead, use FalconPro’s built-in multi-unit contract feature.

Conclusion

FalconPro Real Estate Software simplifies bulk data entry through its structured import system. By following these preparation and formatting rules, businesses can efficiently import data while ensuring accuracy.

FAQs

  1. Can I change the names of columns in the import sheet?
    No, renaming or deleting columns will cause import failure.
  2. How do I ensure that landlords and clients are properly linked?
    Make sure that Persons, Buildings, and Units Sheets contain matching names and details.
  3. What happens if I enter the wrong date format?
    Incorrect date formatting will cause the import process to fail. Use DD/MM/YY format only.
  4. Can I import contracts with multiple units?
    No, multi-unit contracts must be created directly in FalconPro, not in the import sheet.
  5. Who should I contact if I need to add a missing category or unit type?
    If a required category (e.g., unit type) is missing, contact FalconPro support for assistance.

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