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. 

1. Manually map and import the data yourself using a CSV template. 
2. Purchase a custom CSV data importer service from Valcre to import without needing a Valcre CSV template. 
   • If you want to know more about purchasing a custom data importer, please contact your Client Success Manager. 

Prerequisites 

1. Subscription Tier: Any
2. Access the Valcre Data Dictionary
   1. 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

1. Video
2. How-to Guide
   • Importing with Supported Data Importers
   • Importing with Non-Supported Data Importers

 

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 can access a summary of what was imported/skipped and links to each record, organized into the relevant sections of Valcre Online by selecting Results next to the imported file.

• Note: Skipped records indicate the record was a duplicate. 

Step 3: Add additional data points

Many fields in Valcre Online will auto-populate based on the imported file. However, some require manual entry. These fields are highlighted in yellow or presented as blue drop-down menus.

 

Now that you have imported your sales comparables, you can find these records in the Sales tab. 

 

Without Data Importers

Step 1: Obtain a Valcre CSV to use as a sample CSV. 

Select Properties from the left side menu, select the checkbox next to a property record, and select Export selected as. Select CSV (all data). 

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.  This applies to other Valcre Unique Identifier fields (For example: PropretySale.PropertySaleID). If you do not have an ID with your data, you can leave the column blank, and the system will use other methods to check for duplicate records (such as Property Name, Property Address, Sale Date, and Sale Price).   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: The parent record line holds all the property data, including the first building/parcel/comp. All additional child records that need to be attached to the parent record should follow in subsequent rows that include the child record data and the same Unique identifier/Property Name/Property Address.  Once imported, the database will confirm that the property already exists and create an additional parcel/building/comp or any other sub-record with that property.

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

• Step 4.1: From the Dashboard, select Create New, followed by Import Properties.
  
  
  
• Step 4.2: Choose your files and select Import
  
  

Once your data has successfully been imported, you can access a summary of what was imported/skipped and links to each record, organized into the relevant sections of Valcre Online by selecting Results next to the imported file. 

Note: Skipped records indicate the record was a duplicate.

 

Continue learning about Valcre Online with our next suggested guide: Creating Datasheets.

 

Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!