Terminology: This universal guide uses neutral descriptions. The product renders its configured property and occupant labels; machine-readable CSV values remain unchanged. Every message the importer...
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Terminology: This universal guide uses neutral descriptions. The product renders its configured property and occupant labels; machine-readable CSV values remain unchanged.
Every message the importer can show you, what caused it, and what to do. Messages appear in two places: on the Review step before you import, and in the Location Import Report email afterwards.
What it means. The row has no location number, so there is nothing to attach it to.
What to do. Type the location number into the row, or skip the row. If many rows show this, your file probably has extra title rows above the header, or the location column mapped to the wrong field on the previous step. Go Back and check the mapping.
What it means. The address is not a well formed email. A trailing dot, a missing @, two addresses squeezed into one cell, or a stray space.
What to do. Correct it in the row, or clear the email entirely (the location still imports, the person is skipped), or skip the row. URBI only checks the shape of the address, never whether the mailbox exists, so a well formed typo passes this check and becomes a Pending Invite whose eventual welcome email goes nowhere once you run Bulk Invite.
What it means. There is a name on the row but no address to invite them at.
What to do. Add the address if you have it. If you do not, leave it: the location is created correctly and you add the person later, once you have their email.
What it means. There is an email address but the name is incomplete. Both halves are needed to create a person.
What to do. Fill in the missing half. Left as it is, the location imports and the person is not created.
What it means. The occupant_type is not one of the six URBI accepts. Exports commonly say "Person Occupant", "Absentee", "Renter" or "Lessee", none of which URBI knows.
What to do. Change it to OWNER, RESIDENT, TENANT, PROPERTY_MANAGER, DEPENDENT or EMERGENCY_CONTACT. Left as it is, the row still imports and the location is treated as occupied, which is often not what you meant.
What it means. Two rows put the same person on the same location.
What to do. Delete or skip one of them. Left in, the second row is refused at import time and reported as an existing invite. Note that the same address on two different locations is fine, which is the normal case for a person of two locations.
What it means. The phone has something in it that is not a digit, a plus, a dash, a space, brackets, a dot or an x. Usually a note that ended up in the phone column.
What to do. Clean it, or clear the cell. Left in, it imports as written.
The location is already in URBI. The person on this row is attached to the existing location rather than a second one being created. This is normal when you are topping up a building that was imported before. It is a problem only if you did not expect the location to be there, which usually means the location numbers are formatted differently from last time.
That address already has an URBI account, from this property or another. They are given access to this location immediately; a held notice that they now have access is queued for them rather than a new invitation, and it is delivered the next time Bulk Invite runs.
Every row appears in the report with one of three labels.
The file is not readable as CSV. It is usually an XLSX renamed to .csv. Open it in Excel or Numbers and use Save As or Export to produce a real CSV.
Split the file. Two imports of the same property are perfectly safe: anyone added by the first file is not duplicated by the second, and nobody is emailed twice by Bulk Invite regardless of which file they were added from.
The upload reached URBI with nothing usable in it, which normally means every row was skipped on the Review step. Go back and check that at least one row is still selected.
Check that a column is mapped to location. Without it, no row can be built.
The report goes to the address on the account that ran the import. Check the spam folder first. The import itself still ran: open the Locations list to see the result.
There is no move. Delete the locations from the wrong property one at a time, then import into the right one. If you had already run Bulk Invite for that property, anybody who received a welcome email or held notice has to be told, because their link is real; if you hadn't run it yet, nothing was ever sent and there is nothing to walk back beyond deleting the locations.
Delete the test locations and remove the people. If you had not yet pressed Bulk Invite, nothing was sent and this is entirely safe. If you had, welcome emails or held notices already delivered cannot be recalled, so tell whoever received them.
The occupant types were wrong. TENANT and PROPERTY_MANAGER both set a location to Rented, and a rental-classified row takes precedence over a rental-classified row on the same location. Fix the status on each location from the Locations list. Re importing with corrected types does not fix it: a rental-classified row never pulls a rented location back.
They did not get two from the import itself, which never emails anyone. Two emails means either two different locations on the same property, both invited by Bulk Invite, or somebody used Resend Invite, which re delivers the same link.