You can update a Contacts Preferences in regard to their preferred minimum and/or maximum Lot/Land or Building size, either directly through their Contact Profile, or as part of a CSV upload.
Preference name
To be successfully imported through a CSV file, the column headings for these preferences should be:
- Lot/Land Min*
- Lot/Land Max*
- Building Min*
- Building Max*
* The following upper and lower case variations are also accepted:
Min Lot Size, MinLotSize, LotSizeMin, Min Land Size, MinLandSize, LandSizeMin.
Max Lot Size, MaxLotSize, LotSizeMax, Max Land Size, MaxLandSize, LandSizeMax.
Min Building Size, MinBuildingSize, BuildingSizeMin.
Max Building Size, MaxBuildingSize, BuildingSizeMax.
If these are not successfully matched during the Verify stage of an upload, you can manually match them.
Preference Data
To be successfully imported through a CSV file, the data for Minimum and/or Maximum Lot/Land or Building should be written as numbers only, for example: 50000
It should exclude:
- Text, e.g: Fifty Thousand square meters / 50000 sqm
- Commas, e.g: 50,000*
- Decimal points, e.g: 50000.50
- Spaces, e.g: 50 000
* Only one value can be recorded per data cell.
The size is measured in square meters (ANZ) or square feet (US), and is automatically adjusted based on location.
If the data in your file is not compatible, you will either see the incompatibility error, and be asked to ignore or correct the column, or the individual data cell will be skipped (e.g: just the Building max preference for the applicable contact/s will be unrecorded, not the contact/preference in entirety).
When both Min and Max values are recorded
Additionally, if both Min and Max values are recorded, the Max must exceed the Min value.
If it does not, both cells will be skipped.
If both Min and Max values are recorded, but there is an error in one, e.g: text is used, only the cell with the error will be skipped, and the valid value will be imported.
You can download details of your skipped cells, correct the formatting in your CSV file and re-upload it to successfully record this data.
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