OnOffice offers the possibility to import property data from other software or from other onOffice versions. This property data must be sent in OpenImmo format to the import interface of your onOffice version.
The administrator can view the necessary information for the import interface in the basic settings. You can also make further settings in the basic settings that are relevant for the import. For example, you can setthe maximum width of your uploaded images.
After the transfer of the property data, onOffice starts the import. It may take some time for this process to start and complete. You can then see whether errors occurred during the import. This could be, for example, missing information in the property data or format errors in the transferred data. To check the import process, select “OpenImmo-Import” in the Tools menu. This entry is only visible for administrators.
Beware when deleting property via OpenImmo import:
No property is deleted in onOffice during a full comparison.
When you delete a property individually, it is deleted in onOffice!
In the list view you can see the imports carried out so far. Double-click on the required entry to go to the detail view. The messages for the import are output here. If the status “success” is displayed, the transferred property data should be in your property list.
If a contact person is defined for the property in the import, the system checks whether this contact person already exists during the import. A duplicate check takes place, which checks 4 different levels. If no duplicate is found for any of these levels, a new address record is created and linked to the property.
- Level 1: Check for name, first name, city and street
- Level 2: Check for email address and name
- Level 3: Check for email address and company
- Level 4: Create address