The Lot Import tool (found under Lots > Import Lots) will allow you to quickly and easily add hundreds of lots into LotWorks using an initial spreadsheet.
You can read How do I perform a Lot Import? for more detailed information.
In order to import lots to LotWorks you will need a CSV format spreadsheet.
Creating a CSV file from spreadsheet data is very simple to do using Microsoft Excel:
- Open your spreadsheet document and go to the File pull-down menu (or the Windows/Office round button menu in Office 2007), and choose "Save As...".
- Change the "Save as type" or "Format" field to read: "CSV (Comma delimited)".
- Enter a name for the document and click Save.
You'll receive a warning that your spreadsheet will lose its special formatting. This is OK!
Your spreadsheet must contain the following the be valid:
- The first row must be names of the fields (PHASE, BLOCK, LOT, ADDRESS, etc.)
- Each import must contain a Phase, Block, and Lot column.
- Blank rows should be avoided.
To check the validity of your CSV file:
- Open the new file from a plain-text reading program such as Notepad.
- Check to make sure there are no extra commas or rows, other than between fields.
The Lot Import
During the actual file import process, you'll be asked to follow three steps:
- Create your Import (choose any name you want), and pick the Community.
- Upload your spreadsheet, and match up your columns to what's in LotWorks.
- Review the import information before clicking submit.
Common Questions: The order of your columns and their names, do not have to match the field names or order of the fields as listed in the Lot Import. LotWorks will give you a chance to match spreadsheet column headers to the field names in LotWorks.