Valcre and PwC US have a new joint business relationship that will continue to elevate your appraisal valuation and report writing even more! Using the API Subscription from PwC US, you can import Investor Survey data into the workbook directly using the Valcre Ribbon.
Prerequisites
- Valcre Subscription level: Professional or Enterprise
- PwC US Subscription level: Currently, as of January 2025, PwC US offers their API at the Premium and Pro Plus subscription tiers. Please refer to PwC US for more information.
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Valuation Workbook version 1.6.0 or more recent
Add-In version 2.0.9.0 or more recent - API key added to Valcre Online.
- This can only be done by a team member at Valcre. Please send the API key from PwC US to your Client Success Manager at Valcre to add them to your platform.
To use the import function
Step 1: Set up the National Investor Survey sheet
- Open the OAR sheet and navigate to the National Investor Survey table. Set up your table by selecting the Number of PwC US Markets, and determine if you wish to hide the Range Columns and/or Charts.
| Pro tip: If you are hiding the ranges, there is no need to use the import function as it fills in those data points automatically. |
Step 2: Select Import from your Valcre Ribbon, then select PwC US Investor Survey, select the Property Type(s), and then select Import.
Our growing joint business relationship with PwC US is unlocking exciting possibilities—expect even more powerful enhancements to this feature in the months ahead!
No API key from PwC US? No problem! Valcre will continue supporting PwC US bridge files as always.
Learn more about our PwC US joint business relationship
Learn more about OAR sheet with the full walkthrough
Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!
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