To ensure proper data aggregation, we recommend that you start with basic property information. After that, it is easy to link leases and financial information.
Recommended order for adding data for the first time
1. Property data
- properties
- units
- property values
- contacts
2. Rent roll data
- leases
- contacts (tenants)
3. Financial data
- income and costs, and operating expenses OR
- PnL
- property Valuations
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