PEXA is pleased to present the release of PEXA Projects 6.0.0 (PoT), scheduled for business go live 17 June 2019.
New Bulk Upload Workspaces
We’ve made it easier for you to efficiently upload bulk workspaces data to PEXA Projects. The new Bulk Upload Workspaces tool lets you import bulk workspaces data from an Excel file to PEXA Projects via a wizard.
You can now use a wizard to import the following data to your project:
Incoming Proprietor representative
Gross consideration amount
The data in the file will be mapped and once uploaded, new workspaces will be created in your project and existing data will be updated.
How do I access this new feature?
You can access the Bulk Upload Workspaces tool via the updated side navigation menu under Manage Workspaces > Bulk Upload Workspaces.
Your file may include both new workspaces for creation and existing workspaces for update and will need to include a Workspaces tab with specific columns (Subscriber reference, Lot number, and Child title if a plan of subdivision has been registered). It may include optional columns (Incoming proprietor representative, Purchaser and Gross consideration).
The template can be downloaded from PEXA Projects for your reference.
The Bulk Upload Workspaces wizard comprises three simple steps:
Select an Excel file that contains workspaces data and click Next to upload it into PEXA Projects.
Note: The option to upload bulk new workspaces on the project's parent title and the option to upload bulk changes to existing workspaces (e.g. child titles) via a .csv file is still available for a limited period of time on the new tool using the PEXA Connected file format, however will not be supported nor maintained going forward. Where a .csv file format was uploaded the system will skip the data mapping step and will redirect the user to the Workspaces review step.
2. Map your data
After your file is uploaded, map your fields (right column) to PEXA line item fields (left column).
3. Confirm your Workspaces
After mapping is complete, review and confirm your workspaces.
Any errors, such an incorrect format or incoming proprietor representative name that cannot be matched to a PEXA subscriber, will be highlighted on the screen and must be rectified.
You can also add and delete records within the Review Workspaces table. Added workspace records will be validated on-the-fly with an ability to edit them as required.
At the bottom of the screen you’ll find a summary of your workspaces to be uploaded: total number, how many to be created and how many to be updated, how many on the parent title and how many on child titles.
When all errors are rectified, click Commit to confirm the upload. All new workspaces to be created in the project and any workspaces marked for update are updated in one bulk action.
In addition to creating and updating your workspaces and prior to committing your changes, you may also choose the following:
Review before proceeding - will be displayed if at least one workspace has a child title to be uploaded, and will include reminders of frequently represented parties to be set and common data information to be updated.
Export- export workspaces to a spreadsheet for reconciliation purposes.
Upon committing your Workspaces Upload you will be redirected to the Uploaded files reports page.
When navigating back to your Project Dashboard, all successfully created workspaces will be present and your existing workspaces will be displayed updated with successfully processed changes.
For more information about the bulk upload tool, refer to the Workspaces article on Community.