11. Data

Preparing and validating real estate data imports

Import preparation helps preserve consistent customer, property, and unit information when data is brought into NetSuite Real Estate. Validate the record type and relationships before loading a file.

Navigation: Launch page > Data > Import hub.

Workspace overview

NetSuite Real Estate data — populated unit register populated workspace — **Data — populated unit register.** The populated unit register illustrates the records to reconcile when preparing or checking a Unit Master migration. This is an existing register, not evidence of a newly completed import. Use the Import Hub to select the record type and operation, then follow the validation procedure below.

NetSuite Real Estate import Hub with Unit Master and Create new records selected — **Import Hub selection.** Unit Master and Create new records are selected. No file has been uploaded and no records have been imported in this example.

Before you begin

Confirm the authorized migration scope, source data owner, duplicate-handling approach, identifiers, field mapping, and reconciliation totals.

Procedure

Open Import hub and select the appropriate supported record type. The observed selector includes Account, Sales Lead, and Unit Master.
Prepare source values to match the selected record type. Confirm required identifiers and related property or customer references.
Review duplicates, dates, area units, currencies where applicable, and controlled-list values before importing.
Use the import controls available for the selected type and follow the account's approved import procedure.
Review any validation or processing results, correct exceptions, and reconcile the resulting records to the source counts and key values.
Open representative imported records in the normal business lists to verify that their relationships and classifications are usable.

Result

The imported records can be reconciled to the approved source and used by business workflows.

Important

Do not assume that every record type or opening balance is supported by this hub. Select only the types available in the account and use the approved migration method for other data. A successful file upload is not sufficient evidence of a completed and reconciled import.