Import and Export of Property Managment Templates

September 25, 2025 17:25

Import and Export of Property Managment Templates
In BMS, you have the ability to import and export your Property Management Templates.

Please Note: Prior to import, we recommend you have a member of the BMS Support Team review your spreadsheet to eliminate errors.

Export:

From a Template, use the Functions menu at the top left to access the following option: Export Template Detail to Excel. This will create an Excel file containing Template data for the selected Customer. You can make changes and add more data, and then re-import.

Import:

When the import is ready, convert to a CSV file and import via the Customer Facing CSV Imports module located within the Special Functions menu. You can also view History and download an Example file from this module. Click the drop down arrow at the Choose Import field and select Property Management Templates. Then click the Select File to Import button to locate the file on your computer. The screen initially displays only line data at the top. When you are positioned on a line, it will show the Comments related to that line at the bottom.

Please Note: If a Property Management Template has 5 lines and 2 comments per line, and you delete line 3 and its comments, the import will delete all lines and comments for each template and rebuild them. You will then have Lines 1-4 with 2 comments each.

Also, if you want to duplicate a Template for another Property, you can copy the extracted data and change the Branch, Cust ID, Ship TO, and Unit Type after pasting to the new Template Name.