There are different ways to bring your data to Witei depending on whether it is a file or from a portal.
You can access the Witei import like this:
We can import data from: properties, contacts, users and tasks. From xml, excel or csv file formats. Also from the following:
Excel: The file has to have headers indicating the name of each field.
You have to make sure that there are not multiple sheets in the file. If so, you have to upload the sheets that interest you independently.
CSV:
The file must have headers and the values must be separated by commas.
The columns must be uniform in their content. Example: it is not possible that part of the same column has telephones and another part has emails. There must be a column for each type of value to be imported.
XML:
The file must have a valid XML format.
If you have a WordPress website, you cannot import it if you convert it to CSV or XML as is. You have to extract the information correctly so that a valid file is generated.
Important: If the number of properties you want to import into your account is greater than what your Property Manager plan allows, only the properties included in your Property Manager service plan will be imported. Remember to adjust your plans to the volume of data to import, I link you here the plans of the Property Manager service.
A. Import from a file
1. Go to settings -> Real Estate -> Import properties -> Import from file
2. Click on "Import from file"
3. Upload or drag the file, it can be CSV, XLSX, XLS or XML
After uploading your file on the right side you must match the columns of your file with the names of the Witei fields.
When you click on the drop-down in the "Name of the field" section, you must select from the entire list that we have, in this way you will see it:
6. We will leave you the fields that you can select to upload to Witei:
- Reference
- Air-conditioning
- Elevator
- Guarantee
- Year of construction
- Bathrooms
- Street
- Captain
- Certificate of energy consumption
- City -Postal Code
- Description
- Description [ca]
- Description of]
- Description [phi]
- Description [fr]
- Description [note]
- Description [nl]
- Description [ru]
- Description [sv]
- Public Address
- Bedrooms
- Exteriors
- Photos
- Garage
- Community Expenses
- External ID
- Garden
-Street number
- Attic
- Periodicity of collection
- Pool
- Plant
- Floors
- Portal
- Transfer price
- Province
- Door
- Cadastral reference
- Sales Manager
- Surface
- Plot Surface
- Terrace Surface
- Useful surface
- Terrace -Guy
- storage room
- Urbanization
- Rental Value
- Sale Value
- Zone
- Latitude Geolocation
- Geolocation Longitude
To Import Pictures from a File:
1. It must be placed in the file that you want to import as a URL, in order to get the image.
Imports from the file require review, so the estimated term can be from 2 to 7 business days.
B. Import from another platform:
1. Go to Settings >Real Estate software> Import properties > Import from another platform.
2. Choose format such as:
Kyero
Fotocasa
Pisos.com
Yaencontre
Click on "Create import" of the source format you want. Each format will have its type of online source and link that you must request.
Important: If you choose this option of '' I want my properties to be synchronized'', the uploaded file will be updated every night, leaving the properties with the data that is in the file from the source where it matters. In other words, the changes that you have made manually in the property file will be eliminated, leaving them as they are in the source of origin each day.
4. Click on ''Save''.
Remember, if you are going to import from an online source using Kyero it must be a Kyero v. 3 type XML. Here is the link to validate it: https://feeds.kyero.com/validator/
Keep in mind that if you create two Imports with files or URLs to files that have the same Property References, they will only be imported the first time, since Witei cannot generate Duplicate Property References by rule. It is a great advantage that will allow you not to duplicate properties by mistake when importing them to your Real Estate portfolio.
C. Import from bank servicers or bank portfolio
Witei allows you to automate the import of data from this type of sources. For this, it is necessary to carry out a collaboration agreement with the entity that provides this information. This entity is in charge of giving access to the data file provided by the bank.
Important: Witei does not intervene in the relationship of the real estate agency with the bank, it is limited to offering a tool to import XML files offered by the banks to the property portfolio managed by the real estate agency in Witei. Important: properties that come from an online source will be automatically updated in the account. If you have any questions, ask us by chat!
If you have any questions, ask us by chat!