Important Notes
The user must be a container administrator to access the import area.
Ensure the columns (fields) are in the same order as the last file uploaded. This was configured by your implementation consultant during the initial system configuration.
The fields in the CSV file have already been matched to the parcel table fields and do not need to be changed. The CSV file used for the import must keep the columns in the exact order set up with your Implementation Consultant.
Before You Begin
Ensure you have:
Parcel ID or number
Owner Name
Mailing Address
Physical Location, including separate:
City
State
ZIP Code
If you are using Mapping system features, you will also need:
Latitude (Y): spherical coordinate, -90 to +90, up to 7 decimal places
Longitude (X): spherical coordinate, -180 to +180, up to 7 decimal places
Additional fields may be included at municipality's discretion
Instructions
Sign in to your site
Download the file from the assessment software using a CSV to your local drive
Navigate to Admin Tools and select Organizational Settings:
Scroll down and click Parcel Import:
Click Choose File and select the CSV file from your computer:
In the Server File Name field, type in the exact name of the CSV file:
Click the Save Settings button:
Do not continue until the system has fully saved your changes
Review the fields returned from the file upload
Map each endpoint field to the parcel record field by selecting the appropriate choice from the provided dropdowns
Note:
At a minimum, configure mappings for:
Parcel ID or number
Owner Name
Mailing Address
Physical Location, including separate:
City
State
ZIP Code
If you are using Mapping system features, you will also need:
Latitude (Y): spherical coordinate, -90 to +90, up to 7 decimal places
Longitude (X): spherical coordinate, -180 to +180, up to 7 decimal places
Additional fields may be included at municipality's discretion
If the parcel location or mailing address is split across multiple fields, such as street number, street direction, and street name, map each field as a Location or Mailing field. During the import, all mapped fields are combined into the same parcel record field. This is where you can enter an optional suffix, such as a comma, to format your mailing addresses.
Click Save Settings and ensure it fully finishes
Click Import to begin importing parcel records
Important Note:
Wait for the import to finish. The import may take some time, depending on the number of parcels to check and update. It is best to start the import and let it run without using your account.
How to Maintain Your Parcel Data
Important Note:
Once a parcel record is imported, it will not be automatically deleted or removed from use based on changes to future parcel imports. If a parcel should no longer be associated with your municipality, follow our guide to retire it from use.
After your data is first imported, you are responsible for maintaining the accuracy of future imports. Follow these best practices:
Check your Parcel Import settings regularly. Make sure the REST API URL is correct and still accessible
Before each import, click Download CSV and Save Settings. This downloads the latest parcel data and fields
Review your field mappings regularly, especially before an import. Make sure the Parcel Number import key and other key field mappings are correct
You can request an automated process that checks for new parcel data to import. The process can run as often as once a week. If no new data is found, the import is skipped. Contact Support to request this setup and provide your preferred frequency, date, and time
Note:
With automated checks, it is especially important to regularly review your parcel field mappings and the REST API endpoint location. This helps ensure the imported data is accurate.