Adding Units

How to Add One or More Units

Topic

How to Add One or More Units to a Location

Introduction

There will be instances where a property needs a unit added to its location or an entire list of units. This document will demonstrate how to accomplish this in multiple ways: adding units one at a time, adding multiple units in bulk, and demonstrating how a property manager can add a unit themselves.

Systems and Permissions Needed

Admin/Building Manager

Flow Chart

Adding a Single Unit (Admin)

Add a Single Unit

Adding Multiple Units in Bulk (Admin)

Add Multiple Units in Bulk

Property Manager Adding a Single Unit (Building Manager)

Property Team: Add a Single Unit

Step-By-Step

Adding a Single Unit (Admin)

1. Go to Admin

2. Select “Locations” on the left-hand side

3. Search for the property by Property Name or Location ID

4. On the Location page, navigate to the “Apartments” tab and click the “Add” button

5. Make sure “Apartment Type” = Unit

6. Enter the street address ONLY (no city, state, or zip code) in the “Address” field

7. Enter the unit number ONLY in the “Address2” field

8. Click “Save”

Adding Multiple Units in Bulk (Admin / Google Sheets or Excel)

1. Create a spreadsheet that contains the list of Units to be added

1. There should be three columns titled ‘address’, ‘address2’, and ‘type’, in that order

1. address

1. This should be the street address ONLY (no city, state, or zip code)

2. address2

1. This should be the unit number ONLY

3. type

1. This should be ‘Unit’ for ALL

2. Download the completed spreadsheet as a CSV

3. Go to Admin

4. Select “Locations” on the left-hand side

5. Search for the property by Property Name or Location ID

6. On the Location page, navigate to the “Apartments” tab and click the “Import Apartments CSV” button

7. In the “File” field, upload the downloaded CSV of Units

8. Click “Import”

Property Manager Adding a Single Unit (Building Manager)

** These instructions can be followed internally OR by a property manager with access to their House Account login in Building Manager **

1. Navigate to the “Recipients” tab on the Location’s Building Manager portal

2. In the “Add New Recipient” form on the right side, click in the “Unit” dropdown and type in the unit number that needs to be added

3. Click the “Add New Unit” button that appears below, which will reveal the “Add Apartment Unit” form below

4. Enter the street address ONLY (no city, state, or zip code) in the “Address” field

5. Enter the unit number ONLY in the “Unit Number” field

1. ** It should pre-populate

6. Click “Add Unit”

Video

Adding a Single Unit - Tango Guide

Adding Multiple Units in Bulk - Tango Guide

Property Manager Adding Single Unit - Tango Guide

Best Practices

• Use abbreviations in Street Addresses:

• EX: “St” not “Street”

• EX: “S” not “South”

• EX: “Blvd” not “Boulevard”

Conclusion

This document has covered multiple ways to add units to a property’s system. In cases where there is not a large number of units to be added, the property team should be directed on the process to complete the additions themselves through their Building Manager portal to save them time and empower them.