Importing Properties, Units, Contacts, and Contracts in FalconPro: Complete Guide

Introduction

FalconPro Real Estate Software supports efficient bulk import of properties, units, contacts, and contracts using a dedicated Excel template. This guide explains how to correctly fill each section of the import sheet, ensuring your data imports accurately and quickly.

Overview of the Import Sheet

The Excel import sheet typically contains four main sections:

1. Building (Property) Details

2. Unit Details

3. Client (Contact) Details

4. Contract Details

Each section requires specific information and has fields that must be completed according to your company structures and setup.

1. Building (Property) Details

• Area:

  • Activate or define the area in your system (Administration > Countries).

  • Example: Dubai, Emirates City Community.

• Community/Direct:

  • Specify if the building belongs to a community or is a standalone structure.

• Building Name:

  • Assign a clear name for each building; use the same name consistently for all its units and subsequent rows.

• Owner/Landlord Name:

  • Enter the actual property owner (company or individual).

• Additional Building Details:

  • Block number, plot number, number of floors, usage (1 for residential, 2 for commercial).

2. Unit Details

• Repeat Key Data:

  • For each unit, repeat the building’s main details.

• Unit Number/Name:

  • Unique identifier for each shop, flat, office, etc.

• Usage:

  • 1 for residential, 2 for commercial.

• Type, Model, and Category:

  • Refer to your property master files for correct wording or numbers.

• Floor Number:

  • Indicate the floor (e.g., Ground Floor, 1st Floor).

• Area (Sq Ft or Sq M):

  • Specify if available.

• Utility Details:

  • Electricity meter, water meter, and other specifications (optional).

3. Client (Contact) Details

• Profile Type:

  • Tenant, landlord, supplier, etc.

• Names:

  • English and Arabic names if available.

• Contact Information:

  • Mobile, email, Emirates ID, passport, address, etc.

• Other:

  • Add additional remarks or IDs as needed.

4. Contract Details

• First Party:

  • Leave blank if company is owner; otherwise, specify as per management structure.

• Contract Dates:

  • Start and end date (dd/mm/yyyy).

• Installment Information:

  • Number of installments and respective dates.

  • Values for rent, security deposit, parking, and commission.

• Comments/Remarks:

  • Add notes significant for contract management.

Essential Tips

• Data Consistency:
  Use consistent building and unit names in every relevant row.

• Mandatory vs. Optional Fields:
  Blue fields are mandatory.

• Handling Missing Data:
  Leave optional fields blank if data isn’t available.

Example Table: Data Structure

Importing the Sheet

• Filling the Template:
  Review for correctness, avoid duplicate entries.

• Multiple Buildings/Units:
  Continue adding data for more buildings or units in new rows.

• Uploading:
  Send the completed sheet to your implementation or support team for import.

Common Questions

Q1: What if a unit doesn’t have a contract yet?
Leave the contract fields blank for that unit.

Q2: How do I specify the owner if the company manages but doesn’t own the property?
Enter company as first party and owner as landlord where applicable.

Q3: Can more details (like utility info) be added later?
Yes, they can be added after import.

Q4: Are there mandatory fields for every section?
Yes, blue fields are required; missing these will prevent import.

Important Links

• FalconPro Real Estate Software – The Best Real Estate Software, Property Management Software, and Real Estate Accounting Software

• Introduction to VAT Registration in the UAE

• Federal Tax Authority – Guides, References & Public Clarifications