Import your Property partners [Non-Accommodation] – PayDocker

Import functions are designed to help bring your entire network easily, with just one upload of a CSV file. Performing this step would accomplish both creating an account and establishing a smart contract between you and your property.

What you can do here

How to access
How to configure
Validate your uploads
What will happen after validation

If you are uploading your buyer or supplier, please refer to this article instead: Import your Buyers and Suppliers [Non-Accommodation]

How to access

1. Click Import, then select Property in the left panel

Understanding Property Account Setup

You may read more about this structure here: Understanding Property Account Dashboard

How to configure

1. On the Property page, select CSV Imports, then click Download CSV template.

2. Fill in the CSV template

For the CSV template, you will need to fill in both the Company-level account and the individual property account. We will split the headings into 2 groups, highlighting which heading is relative to which type of account

Be sure to delete all sample information from our template after downloading it.

https://drive.google.com/drive/u/1/folders/1mtUgkYUYqsWbH-9STnuY7LtmXnoK9fAk

For Company-level accounts:

Heading	Explanation	Requirements/Answers to use
Master	To indicate if this line of information is for the creation of Master access or IndividualProperty access	Select ‘Yes’
Account ID	Your internal ID for this Property’s company.	Between 1 to 150 characters
Account Name	Name of the company account	Between 1 to 150 characters Cannot be duplicated with previous data uploaded
Account Email	Email address of the company account	Between 1 to 150 characters Cannot be duplicated with previous data uploaded Has to be a valid email address

For the remaining headers, kindly fill in N/A.

For Individual-property accounts:

Heading	Explanation	Requirements/Answers to use
Master	To indicate if this line of information is for the creation of Master access or IndividualProperty access	Select ‘No’
Property ID	Your internal ID for the individual Properties.	Between 1 to 150 characters
Property Name	Name of the company account	Between 1 to 150 characters Cannot be duplicated with previous data uploaded
Property Email	Email address of the company account	Between 1 to 150 characters Has to be a valid email address It can be the same as the company account email (one access for all properties)
Country ID	Country where the Partner is located at.	2 digit country codes e.g. AU
Currency ID	Currency that the Partner will be transacting in.	ISO 3 digit currency code e.g. AUD

For the remaining headers, kindly fill in N/A.

If the upload is successful, you will see the upload as Completed

If the upload is unsuccessful, you will be able to download the error report and rectify the errors. We have gone into detail on how to identify and resolve errors in another article.

Please click here to read the article.

Validate your uploads

After uploading the data, you must review and validate its accuracy. Completing this validation step will also trigger the automatic sending of invite emails to the listed partners.

1. Once you have imported your CSV files successfully, new entries will appear under Imported with the status To Validate.

2. To check the details, click the three dots next to their row and select Details. The details will appear in a slide-out.