Summary

The Lot Import window is used to add new lots or to update lot details for multiple lots in the database through a user-configurable import file. The most common use of this tool is to integrate GIS systems that require additional details be associated with each lot in the database. If a lot included in the import file does not exist in the database, it will be created. If a lot included in the import file does exist, the lot details in the database will be updated to match the lot details in the import file.

Step by Step

1     Open the Lot Import window (SS> Utilities> Lot Import).

2     Import the lot file.

• The Configuration drop-down menu is used to select the import configuration you would like to use.
  • A Lot-specific import configuration can be created before importing lots. Import configurations are created and maintained on the Import Configuration Maintenance window (SS> Maintenance> Import Configuration).
  • The Standard Springbrook configuration will be selected by default.
• The File Name field is used to select the path of the lot file you would like to import into Springbrook. Enter a path or click the File Name field label to locate the file by browsing through the file structure on your network.
  • Click the Display Report Layout icon to view the expected format of the import file.
• The Primary Key field is used to specify how the import file will identify individual lots. Each imported lot will need to have the primary key specified, whether it is Parcel, Tax Lot, or Lot Number.
  • Parcel and Tax Lot are often used as the primary key when updating lot details via importing data from a third-party system, such as a GIS system.
  • Lot Number is often used as the primary key when users export lot data via QBE, edit that data in a spreadsheet, and then import the edited data to create new lots or update existing lots.
    • If using Lot Number as the primary key, you will first need to create a custom Import Configuration as the standard configuration will not work.
• Press ENTER or click the Confirm icon to import the file immediately or enter a date and time in the field next to the Confirm icon to schedule the import to process at a later time. You can view the progress of the import on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).