Valcre lets you directly import data from third-party sources to Valcre Online (Property data, Sale Comparables, Lease Comparables, etc.). Depending on your data provider, there are three different ways to import this data.
- Manually map and import the data yourself using a CSV template.
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Purchase a custom CSV data importer service from Valcre to import without needing a Valcre CSV template.
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If you want to know more about purchasing a custom data importer, please contact your Client Success Manager. If you are unfamiliar with your Client Success Manager, our Support team would be happy to connect you with them.
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If you want to know more about purchasing a custom data importer, please contact your Client Success Manager. If you are unfamiliar with your Client Success Manager, our Support team would be happy to connect you with them.
Prerequisites
- Subscription Tier: Any
- Access the Valcre Data Dictionary
- To access, please contact your Client Success Manager or a member of our Support team if you are unaware of your Client Success Manager's contact information.
Table of Contents
Video
This video will walk you through importing comparables from third-party sources. Below, you will find a step-by-step walkthrough.
How-to Guide
Importing with currently supported data importers
Valcre has created several importers to support the various third-party data sources listed here. If your data source is already supported, continue with the steps in this section. Please see the Importing without custom-built importers section below if it is not supported.
Step 1: From the Dashboard, select Create new, followed by Import properties.
Step 2: Choose your files and select import
Once your data has successfully been imported, you will be provided with a summary of what was imported/skipped and links to each record, organized into the relevant sections of Valcre Online.
- Note: Skipped records indicate the record was a duplicate.
Step 3: Add additional data points
Many fields will populate in Valcre Online based on the information in the imported file. However, some may have to be filled in manually. Those fields are indicated by a yellow-shaded field or a blue drop-down.
Now that you have imported your sales comparables, you can find these records in the Sale tab.
Without Data Importers
Step 1: Obtain a Valcre CSV to use as a sample CSV.
Select Properties, select the checkbox next to a property record, and select Export selected as. Select CSV.
Step 2: Map your data
- Option 1: Copy/Paste the Valcre column headers into your MLS data export file, matching the relevant column header with the appropriate data.
- Option 2: Copy/Paste your data directly into the Valcre CSV file and match the appropriate data with the relevant column header.
Pro tip 1: Most MLS exports include a Unique Identifier (ID/UID) for each record. To prevent duplicate records, this should be mapped to the Valcre Property.PropertyID.
Pro tip 2: When importing a property record with multiple parcels/buildings/comps or any other sub-records, you will want to set up your template as follows:
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Step 3: Data clean-up
It is important to know that the data format needs to match the validation rules within Valcre Online. If the data format does not match Valcre's format, Valcre Online will reject your import.
- Use the Valcre Data Dictionary, which provides examples of which values are accepted for each field and information on the character limit for each field to clean up your data and ensure a complete import. (Request the Valcre Data Dictionary through your Client Success Manager or our Support team.)
Pro Tip: Use the Drop-down options sheet to ensure your dropdown data is an exact match. For example, the value entered under 'Geographic Location' must be "Suburban" and not something like "Sub-urban". |
Step 4: Import your file
Select Create New, followed by Import properties.
Next, select Choose file, select your file, and select Import.
Once your data has successfully been imported, you will be provided with a summary of what was imported/skipped and links to each record, organized into the relevant sections of Valcre Online.
Note: Skipped records indicate the record was a duplicate.
Continue learning about Valcre Online with our next suggested guide: Creating Datasheets. |
For additional questions about Importing Third-Party Sale Comparables and creating a set, please contact Valcre Support using Valcre Online or Valcre Mobile.