Importing Data from Third-Party Sources

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, several ways to import this data exist. 

1. You can manually map and import the data using a CSV template for each batch of data you would like to import. Each import is limited to a maximum of 100 records. 
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. If you are unfamiliar with your Client Success Manager, our Support team (support@valcre.com / In-app chat) would be happy to connect you with them.
     
     

The following article will teach you how to use our Data Dictionary to map your data.

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. 

 

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.  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.)
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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. 

If you have additional questions about importing data from third-party sources, please contact our support team via in-app chat on Valcre Online or Valcre Mobile.