Essential tips for using the new PEXA Projects bulk upload process
As of June 17th, 2019, it is no longer required to have your spreadsheet converted to a csv file by a team member at PEXA. This mapping process is now built into PEXA Projects, so you can upload your file and create the workspaces or upload child titles without assistance from your PEXA Specialist.
To download a sample template of what data is required for your upload, first create the Project in PEXA Projects and then go to "Manage Workspaces" in your dashboard and click on "Bulk Upload Workspaces". It is here that you will find a link to "download a sample template". This template also has a "help information" tab which outlines the requirements/restrictions in the spreadsheet to ensure your upload is successful.
You must label the tab that contains the data as “Workspaces”
Purchaser names must be separated by a comma (,). It will no longer work with '&' or ‘and’
In your spreadsheet, only have the columns that are relevant, that is, lot, reference, purchasers' reps, purchaser names, consideration (no cents), child title
Use the PEXA Qualifier Tool to wash all the conveyancer/solicitor names to ensure you are using their registered name in PEXA - your PEXA Specialist can provide you with the link to access this tool
Always ensure you create your vendor as a frequently represented party in PEXA Administration Tools prior to uploading child titles - this allows your party representation to be automated in 'participants'