(Last updated: 1/5/21)

As a Property Admin in the ButterflyMX system, you have the ability to manage your tenant list. You can add, remove, or update your tenant data at any time.

If you use Property Management Software such as Entrata, RealPage, Yardi, or RentManager, you can automate this process through our PMS integrations. By integrating your PMS, your tenant data will automatically sync with ButterflyMX.

You can also do this manually within the ButterflyMX system in just a few steps. Read this post to learn how.

Note: Your resident or unit list must be in a .csv file format to be uploaded into our system.

 

How to import a list of tenants:

  1. Log into the Property Management Dashboard
  2. Click ‘Imports’
  3. Click ‘+ New Residential Import’
  4. Hit ‘Browse’ and search for the .csv file you want to upload. Then hit ‘Upload’
  5. Match each data type
  6. Click ‘Import’
  7. Find the import in the ‘Tenant’ section of your account.

Step 1: Log into the Property Management Dashboard

Log in to your Property Management Dashboard on a computer.

Import tenants into the ButterflyMX system

 

Step 2: Click ‘Imports’

Click ‘Imports’ from the menu on the left side of the screen.

Import tenants into the ButterflyMX system click imports

Step 3: Click ‘+ New Residential Import’

Click  ‘+ New Residential Import’ in the top left corner of the screen.

Import new residents into the ButterflyMX system

 

Step 4: Click ‘Browse’

Click ‘Browse’ and search for the .csv file you want to upload. Once you find it, click ‘Upload’.

Import tenants into the ButterflyMX system click browse

Step 5: Match each data type

From here, you will match each data type, which should include floor number, apartment number, first name, last name, the resident’s phone number, and email address.

Import tenants into the ButterflyMX system match data types

 

Step 6: Click ‘Import’

Click import, and then ‘import all.’

Import tenants into the ButterflyMX system click import

 

Step 7: Find the import in the ‘Tenant’ section of your account

Once the import is complete, it will live in the ‘Tenant’ section of your account.

Find tenant import in the ButterflyMX system

 

Once you’ve uploaded your list, you can add or remove individual tenants at any time.

View our property manager resources for additional training guides and videos that show you how to manage key ButterflyMX features (like managing admins, door PINs, and using the property management dashboard).

 

Meredith Murray

Author

Meredith Murray

My passion lies at the intersection of real estate & technology. Brooklynite always.

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