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Import Inventory

Import Inventory

The Lasso Inventory Import is a feature that allows you to import Inventory into your project database using a single import template. Details such as Initial Price, Square Footage, Plan Type, Number of Bedrooms, and Property and Utility Taxes related to each unit can be imported for multiple units at one time.

Please note if you have inventory that is already in the contract process and you require details such as contract dates and price revisions to be imported into your project database, this data cannot be accommodated in the standard inventory import template. It must be done via custom import through Lasso support staff. Please contact your Client Services Director if you require such an import.

Important points to note:

  • The required format for importing data into Lasso is a flat file, i.e. each row contains one unique record with all data associated to that record in a single row.
  • Associated data for each unique record should include only the data that is to be imported into Lasso, i.e. only desired data.

To Download the Inventory Import Template:

1 – Click into the Inventory Center inventoryicon.

2 – If applicable, click on the Component tab you want to access.

3 – With your mouse, hover over Inventory among the menu items at the top of your screen and click on Inventory Import from the dropdown menu.

4 – Click on Template Builder.

5 – A list of fields will be displayed. Click on the box to the right of Select All or go through the list checking the columns you will need in your template.

Note: For details on the available Inventory fields and formatting of each, click Inventory Import Fields.

6 – Click on Download Template once you’ve made your selections.

7 – This will load the template to an Excel CSV (Comma Separated Value) file. Open it and save it to your computer, keeping the CSV format. You will see all the fields you selected as column headings in Row 1.

Note: If you wish, you can remove columns you don’t need but do not edit any of the column headings as the system will not be able to read them if changed.

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8 – Beginning in Row 2, copy or enter your data into the appropriate cells for each record. If data is not entered into a cell in the file, the field in Lasso will remain blank.

Note: The columns entitled Unique ID, Inventory, and Initial Price are required fields and must be completed. If there is no data in these fields for any of the records, when the file is loaded, the data for that row will not load into the project database.

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9 – When the import template is complete, save it as an Excel CSV file on your computer.

To Import the Completed Template:

1 – Click into the Inventory Center inventoryicon.
2 – If applicable, click on the Component tab you want to access.
3 – With your mouse, hover over Inventory among the menu items at the top of your screen and click on Inventory Import from the dropdown menu.

4 – In Import File field, browse for your completed Inventory import file and select it.
5 – Click on the Import icon in the third row from the top.

6 – Once the import process is initiated, the system will indicate that:

  • The import is in progress and you will receive an email notification in your Lasso Inbox when it’s complete;

OR

  • You have errors in your file and you will need to fix them in the template and re-import.

7 – When the import is complete, you will receive an email notification in your Lasso Inbox indicating the amount of time the import has taken, and an attachment will be included with the email if there are any errors in the data. If errors exist, open the error file, complete the fixes as indicated, and import the new file.