MyDesktop: Generic Import Tool

Version 1.0 : November 2012 Procedure: Data is to be copied/pasted into the columns (in the Excel Spreadsheet provided) using the following table as a reference. This is a best effort import. Required Optional Optional Optional Optional Optional Format DD/MM/YYYY Integer Integer Text Text Comments Example: 20/03/2007 If undefined, todays date wil be used If your existing database provides you with an internal ID, this will allow us to import other files (for additional fee) if this ID is referenced in these other files (Advanced Use Only) If your existing database provides you with an internal ID, this will allow us to import other files (for additional fee) if this ID is referenced in these other files (Advanced Use Only) Example: Unit 6/12 Example: Smith Road If this field includes the streetnum (and PROPERTY_STREETNUM is empty), the importer will attempt to split the streetnumber and street. Example: KUTA This field is required if PROPERTY_STREET is defined. Example: BADUNG This field is required if PROPERTY_SUBURB is defined. If property is a past sale, leave this field <empty> If property is an appraisal, this field should be set to TRUE If property is a residential, leave this field <empty> If property is a commercial, this field should be set to COM If property is a business, this field should be set to BUS Example: 530000 Dollar signs, commas are accepted but are stripped This value could be the appraisal price (refer to IS_APPRAISAL) or the past sale price. Example: APARTMENT If a residential property and this field is <empty> a HOUSE is assumed If a commercial property and this field is <empty> RETAIL is assumed Business properties will always default to OTHER

Excel Spreadsheet Column DATE_INSERTED INTERNAL_PROPID INTERNAL_OWNERID PROPERTY_STREETNUM PROPERTY_STREET

PROPERTY_SUBURB PROPERTY_DISTRICT

Optional * Optional *

Text Text

IS_APPRAISAL IS_RESCOMBUS

Optional Optional

True / <empty> RES / COM / BUS

PROPERTY_PRICE_VALUE

Optional

Integer

PROPERTY_TYPE

Optional

HOUSE / UNIT / APARTMENT / LAND / RURAL / OTHER RETAIL / OFFICE / INDUSTRIAL / HOTEL / TOURISM / OTHER / LAND OTHER

PROPERTY_BEDROOMS

Optional

Integer

Example: 4 Leave <empty> for a commercial or business property

MyDesktop: Generic Import Tool

Version 1.0 : November 2012 PROPERTY_BATHROOMS PROPERTY_CARS PROPERTY_LANDSIZE PROPERTY_LANDTYPE PROPERTY_BUILDAREA PROPERTY_DESCRIPTION OWNER_FIRSTNAME OWNER_LASTNAME OWNER_PARTNER_FIRSTNAME OWNER_PARTNER_LASTNAME OWNER_COMPANY OWNER_EMAIL OWNER_TELEPHONEHM OWNER_TELEPHONEWK OWNER_MOBILE OWNER_FAX OWNER_ENVGREETING OWNER_LETGREETING OWNER_CATEGORIES Optional Optional Optional Optional Optional Optional Mandatory * Mandatory * Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Integer Integer Integer SQM / ACRES / HECTARES Integer Text Text Text Text Text Text Text Text Text Text Text Text Text Text Example: 2 Leave <empty> for a commercial or business property Example: 2 Example: 500 Example: SQM If left <empty> , SQM will be assumed Example: 300 Only sqm value permitted (ensure only a number is defined) Example: This immaculate property has views to the beach and river. Close to schools and transport. Example: Jennifer This field is required if OWNER_LASTNAME is left blank. Example: Hawkins This field is required if OWNER_FIRSTNAME is left blank Example: Adam Example: Wulff Example: Models Pty Ltd Example: jhawkins@desktop.com.au Example: 09 453 6234 Home Telephone Example: 09 245 5521 Work Telephone Example: 021312012 Example: 09 453 6233 Example: Mr & Mrs Hawkins Example: Jen Example: Prospective Vendor Multiple categories may be defined by separating each one with a comma: eg Hot Buyer, Vendor, eNews Example: 20/03/2007 If undefined, todays date wil be used Example: Phoned vendor on 7/2/06; white ant certificate performed May comprise of many notes from the old system (as a single note) Example: 20/03/2007 If undefined, todays date wil be used Example: This client is a waste of my time May comprise of many notes from the old system (as a single note) Example: Megan Example: Gale Example: Unit 6/12 Example: Smith Road If this field includes the streetnum (and OWNER_RESIDENCE_STREETNUM is empty), the importer will attempt to split the streetnumber and street. Example: KUTA This field is required if OWNER_RESIDENCE_STREET is defined. This field is required if OWNER_RESIDENCE_SUBURB is defined and OWNER_RESIDENCE_COUNTRY is <empty>

NOTE_INSERTDATE1 NOTE_1 NOTE_INSERTDATE2 NOTE_2 AGENT_FIRSTNAME AGENT_LASTNAME OWNER_RESIDENCE_STREETNUM OWNER_RESIDENCE_STREET

Optional Optional Optional Optional Mandatory Mandatory Optional Optional

DD/MM/YYYY Text DD/MM/YYYY Text Text Text Text Text

OWNER_RESIDENCE_SUBURB OWNER_RESIDENCE_DISTRICT

Optional * Optional *

Text Text

MyDesktop: Generic Import Tool

Version 1.0 : November 2012 OWNER_RESIDENCE_COUNTRY OWNER_POSTAL_STREETNUM OWNER_POSTAL_STREET Optional Optional Optional Text Text Text Example: United Kingdom Leave <empty> if residence is an Indonesian address Example: Unit 6/12 Example: Smith Road If this field includes the streetnum (and OWNER_POSTAL_STREETNUM is empty), the importer will attempt to split the streetnumber and street. Example: KUTA This field is required if OWNER_POSTAL_STREET is defined. This field is required if OWNER_POSTAL_SUBURB is defined and OWNER_POSTAL_COUNTRY is <empty> Example: United Kingdom Leave <empty> if residence is an Indonesian address If property required is residential, leave this field <empty> If property required is commercial, this field should be set to COM If property required is business, this field should be set to BUS Number of bedrooms required Applies only to Residential requirements Leave <empty> for Any Number of bathrooms required Applies only to Residential requirements Leave <empty> for Any Number of car spaces required Applies only to Residential requirements Leave <empty> for Any Minimum price requirement Leave <empty> for no lower limit Maximum price requirement Leave <empty> for no upper limit Minimum building size required Applies only to Commercial requirements Leave <empty> for no lower limit Maximum building size required Applies only to Commercial requirements Leave <empty> for no upper limit Example: APARTMENT If field is <empty>, then Any property type is assumed.

OWNER_POSTAL_SUBURB OWNER_POSTAL_DISTRICT OWNER_POSTAL_COUNTRY WANT_TYPE

Optional * Optional * Optional Optional

Text Text Text RES / COM / BUS

WANT_BED

Optional

Integer

WANT_BATH

Optional

Integer

WANT_CAR

Optional

Integer

WANT_LOW_PRICE WANT_HIGH_PRICE WANT_LOW_BUILD

Optional Optional Optional

Integer Integer Integer

WANT_HIGH_BUILD

Optional

Integer

WANT_DWELLING_TYPE

Optional

HOUSE / UNIT / APARTMENT / LAND / RURAL / OTHER RETAIL / OFFICE / INDUSTRIAL / HOTEL / TOURISM / OTHER / LAND

WANT_SUBURB

Optional

OTHER Text

Example: KUTA, LEGIAN A list of suburbs the client is interested in, separated by commas

MyDesktop: Generic Import Tool

Version 1.0 : November 2012 WANT_DISTRICT SOURCE Optional Optional Text Text If blank, the state the office is located in will be assumed The source of this contact or How did you hear about us? Example: www.realestate.com.au Example: Radio Advertisement User defined field. This could be the last sale price or Type of construction This field is available in Extra Details on the property screen. User defined field. This could be the last sale price or Type of construction This field is available in Extra Details on the property screen. User defined field. This could be the last sale price or Type of construction This field is available in Extra Details on the property screen.

USER_DEFINED1

Optional

Text

USER_DEFINED2

Optional

Text

USER_DEFINED3

Optional

Text

Other Notes: PROPERTY_STREETNUM, PROPERTY_STREET, PROPERTY_SUBURB will be loaded into MyDesktop as a Not Currently Listed property or appraisal (refer to IS_APPRAISAL). If not an appraisal, this is a property you have previously sold. If AGENT_FIRSTNAME, AGENT_LASTNAME does not already exist in MyDesktop, a new staff member is created. If you have a 20 user limit account and old staff are linked to records, we recommend a search and replace on the old staff (to an existing staff member) to ensure you do not exceed your 20 user limit.